Money and More © Orland Park, November 3, 2018

Maintenance While cleaning up and doing tent maintenance after a recent Orland Park Cub Scout camping trip, I thought about how important it is to perform maintenance on many items including my investment accounts.  This part of financial planning is necessary yet a very unexciting chore.  I perform such cleaning tasks as making sure beneficiaries… [Continue]

Money and More ©, Orland Park, October 27, 2018

Funding a Trust My financial planning training and estate planning lawyer suggested I create a living trust for my estate planning situation.  I went through the process of creating and signing legal documents with my wonderful attorney, Amy Delaney.  After that, the real work began. I needed to fund the trust.  That means I worked… [Continue]

Financial Planning Weekly Thoughts for October 20, 2018

Sunday ACP Conference My most important professional organization is the Alliance of Comprehensive Planners (ACP).  ACP’s tax-focused model and financial planning philosophies align with my own.   I, very much, look forward to the conference each year.  It has been my pleasure to be part of the conference committee for this National level conference for the… [Continue]

A Week of Thoughts for October 13, 2018

10/7/18  Sunday Simplifying Some days are just not good ones to be dealing with personal finances and that is OK. Though I am passionate about financial planning, there are those days when I just don’t want to deal with my own finances because other things are going on in my life or I am just… [Continue]

A Week of Thoughts-October 6, 2018

9/30/18  Sunday Saving Money For long term gains in controlling spending and increasing my savings, I look at one area at a time.   Working successfully on just one area leads to a snowball effect of change.   For example, my son wants to cut back on after school activities to increase his weekly downtime.  … [Continue]

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