Wealth Planning NetworkTM Articles


Stay current on the latest in the retirement and financial industries.

News

Concerned About Market Volatility?

Volatility in the markets is inevitable, and that has been abundantly clear the past few weeks. The most fundamental and critical rule to investing smart, however is to ‘ride out the tough times’ as one might say, which is the most difficult thing to do in times of instability. As ...
Read More

When “Buy and Hold” Investing Strategies Aren’t Enough

It’s been a pretty volatile start to 2016 across all eight of the major world indices, with China’s Shanghai Composite down close to 48% since its 2015 highs, leading the international MSCI Index into bear market territory. As the world tries to digest the longer term effects of easy monetary ...
Read More

Reviewing Your Estate Plans

If the W2’s and 1099’s haven’t been enough of a warning, then let this provide notice that taxes will be due soon! There were a number of small changes that you’ll want to be aware of as you prepare to meet with your accountant, but as long as you’re taking ...
Read More

Creating Your Legacy

As the holiday season approaches, we take time to stop and think about things that we value most, including family, friends, and serving those in our community. The ideas of giving and supporting those in need are on many people’s minds, as well as the legacy that we will leave ...
Read More

Last Minute Year-End Tax Savings Strategies

2015 is quickly coming to a close, and while many are busy preparing for the holidays and spending some relaxing time with family, it is important to take some time and ensure that you’ve optimized your taxes for the year. While everyone knows about making charitable contributions before year-end, there ...
Read More

Medical Economics: Best Financial Advisers for Doctors

Congratulations to Michael Jankowski, President and CEO of Wealth Planning Network, and Larry Gatz, Vice President of Wealth Planning Network, for being recognized by Medical Economics as a select few of the nations Best Financial Advisers for Doctors for the fifth year in a row. Their dedication to their work ...
Read More

Major Changes Coming for Social Security

Earlier this month on November 2nd, Congress quietly passed sweeping Social Security reform in the 2015 Budget Act. The changes will affect how married couples collect Social Security from this day on, and may send many pre-retirees scrambling. We’ll discuss the major changes below, and the timelines on how to ...
Read More

Wealth Planning Network Awarded “FIVE STAR Wealth Manager”

Michael Jankowski, President and CEO of Wealth Planning Network, was honored to be named as a FIVE STAR Wealth Manager by Chicago Magazine for 2015! This is the 5th consecutive year that he has been honored with this award, providing testament to the service that Wealth Planning Network provides. The ...
Read More

Do I Need a Large Estate to Have an Estate Plan?

Estate planning is something that is somewhat daunting to think about, especially when you haven’t the slightest idea of where to start, what the right questions are to ask, and who to trust to handle this for you. Estate planning involves having your goals properly set, identifying your financial resources, ...
Read More

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 708-481-4000