Wealth Planning NetworkTM Articles


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What a Trump Presidency Means for Your Retirement

Donald Trump made many promises along the campaign trail. Now, as the soon-to-be President Trump, he will have to determine how to keep good on his promises to cut taxes, while at the same time preserving Social Security and Medicare benefits, and providing affordable healthcare to all. With all of ...
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Year End Financial Checklist

We see it all the time. People tend to wait until the last minute to address certain things in life, whether it be the smallest task of Christmas shopping or a very important, and not always easy, responsibility of planning their retirement and estate. With the end of the year ...
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Roth IRA for Minors: Getting the Most out of Their Summer Job!

A summer job is a great way for kids to take on some additional responsibilities, and begin learning about money. In addition to learning about hard work and the value of a dollar, they’ll also gain independence having their own income to spend and save as they best see fit. ...
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What are Charitable Remainder Trusts?

A simple strategy to minimize taxes and donate to your favorite charity Capital gains taxes are a dreaded side effect of having the assets you’ve invested grow substantially, and the options are fairly limited on how to avoid paying for them. The new federal capital gains tax is now 23.8% ...
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We’ve Moved!

Wealth Planning Network's new reception area! We're happy to announce that Wealth Planning Network has officially moved into our new location at One Parkview Plaza, Suite 117, in Oakbrook Terrace, IL! The new location provides us with the space and resources needed to grow into the future! With our own reception ...
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Have You Considered Buying Life Insurance?

For many families, it seems like life insurance is a secondary consideration in their own financial planning. Many realize that it is important to have, but many view it as something they’ll get if they have enough money left over in the budget. This thinking could turn out horribly in ...
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Selling the Family Business?

Retirement is a lifelong goal for all, but it is not uncommon for some to reach that goal later than anticipated, especially for business owners. Many business owners love their work so much, that they’ll never fully retire, while others may delay retirement out of circumstance. At some point in ...
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Protecting Your Most Valuable Asset Using Disability Insurance

It would be hard these days to find anyone that owns a car, home, or business, that doesn’t have insurance on it. After all, these assets are extremely valuable, and the owner would be at a substantial financial loss if something were to happen to them. Surprisingly though, a large ...
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Guaranteeing Your Retirement Income: The Right Way to Plan

If you’re like most investors, you’ve watched the markets take a pretty bad turn since the beginning of the year. If your investment timeline is long enough, it may not concern you. If retirement is just around the corner, you may be concerned as to if your retirement savings will ...
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