Blog

Buffered ETFs: What Are They and What Are Their Pros and Cons?

Within the vast world of ETFs, a relatively new category called "Buffered ETFs" has emerged, offering a unique approach to risk management.

AbbVie Executives: Optimizing your Tax Situation

You may have received a refund or owed money this year. By reviewing this year and adjusting some things, you can prepare for next year's tax filing with minimal surprises.

Maximizing your AbbVie Bonus

[VIDEO] Each November marks your eligibility for the AbbVie bonus, whether you're enrolled in CPS, AIP, or SIP. What are the options for spending this bonus?

Understanding Social Security Benefit Taxation as an AbbVie Executive

Social Security benefit taxation has to be considered when you are designing your retirement income with your AbbVie retiree benefits.

Not all inheritances are financial blessings.....

Not everyone receives a straightforward cash gift from a benevolent relative. An "unwanted inheritance" can be akin to an elephant in the room, requiring prompt selling, liquidation, or transfer to prevent ongoing drains on time and money.

The Chicago Real Estate Playbook: Savvy Advice for Buyers and Sellers

The decision to buy or sell a home in Chicagoland requires careful consideration of your financial stability, personal circumstances, and market dynamics. In this guide, let's look at the key factors shaping the Chicagoland real estate market, and equip you with practical insights to make confident decisions, whether you're a buyer or a seller.

Opening Day for the Cubs: Chicago-style Baseball Analogies that Ring True in Personal Finance

Baseball is a game of strategy, patience, and discipline – qualities also crucial for effective financial management. So, grab a hot dog, and let's delve into some key insights we can glean from the game of baseball.

Choosing a Financial Planner: Solo Professional vs. Larger Firm

Both solo financial planners and larger financial planning firms have their pros and cons, and the best option for you depends on your unique financial situation and goals.

The Power of a Chicago-Based Fiduciary Financial Planner

Not all financial planners are the same. It is a common misconception that all financial planners offer the same services: help with investment decisions and unbiased professional advice. This is not always true and it could cost you. It's important to choose an experienced and trusted financial planner - a fiduciary.

Illinois’ Financial Problems: Should your personal finances be adjusted to cope with the impact on government pensions?

The report found that there are more than 5,500 state and local government pension plans in the United States. And they are underfunded by an estimated $1 trillion (although depending on the model used, estimates run as high as $3 to $4 trillion).

My Company is doing an IPO: How do you manage your financial situation when your company goes public

When a company goes public, it's a very exciting time for employees. But there are a lot of financial decisions to make, including complex regulations, vesting schedules, and tax implications.

How to Invest in Bonds During Times of High Inflation

When inflation is on the rise, it can be difficult to know what to do with your money. In this blog post, we'll break down three major types of bonds—municipal bonds, I-bonds, and bond funds—to help you make a decision.

I'm Retiring: What Should My Inflation-Proof Portfolio Look Like?

You're not imagining it: a buck really did use to stretch further. In times of high inflation, your purchasing power can rapidly disappear. Here's how to build a portfolio to make your dollar stretch further.