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The Five Minute Financial Plan Podcast

Oct 31, 2018

Target date funds are a go-to retirement investment for many 401(k) plans when an employee doesn’t elect where they’d like their funds to be allocated. Some individual investors looking for an easy way to invest according to their retirement timeline use target date funds, as well. Most people want to simplify their...


Oct 24, 2018

On June 4th, 2018, Illinois’ Governor signed his first budget package since being in office from 2015. For the 2019 fiscal year, many budget changes were introduced – with three heavily impacting Illinois teachers. These changes are in effect until June 30, 2021 when they sunset, allowing them to be amended but...


Oct 17, 2018

Leaving a job, for any reason, is a major life event. If you are also leaving a pension, the decision as to what to do with it can have lifelong consequences.

The choice of accepting the pension benefit of a guaranteed lifetime income, or cash it out now in the form of a lump sum of cash is not as clear cut as you might...


Oct 10, 2018

Making partner is a dream for many executives. This journey comes with a lot of varied emotions - you're excited, nervous, and you're not entirely sure what to expect.

Often, taking a step back to look at the financial implications of becoming partner falls to the wayside when you're making this big career decision.


Oct 3, 2018

As an executive, a key element to your financial planning is income tax planning. Your end goal should always be to keep as much of your money as possible, which might mean implementing advanced income tax strategies in your financial plan.

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