Posts by Lauren
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…
Read MoreWhat 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…
Read MoreWe’ve Moved!
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…
Read MoreHave 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…
Read MoreSelling 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…
Read MoreProtecting 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…
Read MoreGuaranteeing 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…
Read MoreConcerned 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…
Read MoreWhen “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…
Read MoreReviewing 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…
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