Monthly videos to keep clients up to date on the markets, economy and timely financial events
SECURE ACT 2.0: AN OVERVIEW
January 2023 – Newsletter – In this issue: SECURE Act 2.0: An Overview, Eight Mistakes That Can Upend Your Retirement, Estimating the Cost of College and Important Birthdays Over 50.
Recap of 2022 Year in Economy and Markets
January Video – In this video, Ryan recaps what happened in 2022 in our economy and the markets as there was a lot that occurred to affect your retirement.
Retirement Seen Through Your Eyes
November 2022 – Newsletter – In this issue: Retirement Seen Through Your Eyes, Mutual Funds vs ETFs and The A, B, C, & D of Medicare
Benefits of Higher Interest Rates for your Personal Finances
November Video – In this video Ryan highlights how higher interest rates now are benefiting clients for their bank, CD and other conservative money compared to the past 10 years.
The Focus of The Markets Currently
September Video – In this months video, Ryan talks about how markets react when Recessions occur as well as an overview of why we’re starting our Quarterly Insight Webinars in addition to the monthly Insight video and newsletters.
Traditional VS. Roth IRA
September 2022 – Newsletter – In this issue: Traditional vs. Roth IRA, Five most overlooked tax deductions and 9 facts about social security.
Inflation & Your Money
July 2022 – Newsletter – In this issue: Inflation & your money, A living trust primer, Getting a head start on college savings, How will working affect social security benefits?
Recession and Overview of Quarterly Webinars
July Video – In this months video, Ryan talks about how markets react when Recessions occur as well as an overview of why we’re starting our Quarterly Insight Webinars in addition to the monthly Insight video and newsletters.
GET IN TOUCH:
17W220 22nd St, Suite 300/Box 4
Oakbrook Terrace, IL 60181
312-525-8793
Email Us
