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    Worried about your money and your future retirement? You want to make the right decisions when it comes to your financials and your family. You know it’s important but don’t get around to it. [More]

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    No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. [More]

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  • What We Do

    Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. [More]

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Money and More © Blog

Save taxes on medical expenses and use the standard deduction   Thanks to the tax law changes, many taxpayers must now take the Standard Deduction on their federal income tax returns.   Additionally, the threshold for medical expenses jumped from 7.5% of Adjusted Gross Income to 10% in 2019.  There are strategies that can help save… [Continue]

Retirement Financial planners like myself often encounter clients wanting to know how to financially retire.   While retirement is about much more than just money, that is why folks frequently seek out financial planning.   These people just want to know “How much do I need to retire” to avoid living under a bridge?  This can become… [Continue]

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We provide Fee-only Wealth Advice to Orland Park, Palos Heights, surrounding Chicago suburbs and beyond.
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