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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. 

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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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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Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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