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Chicago Office

350 N Orleans St

Suite #9000n
Chicago, IL 60654

Helpful Resources

Helpful Resources

Take a moment to review some resources below that cover the following topics: Estate, Insurance, Investment, Lifestyle, Money, Retirement, and Tax. 

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.
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