Retirement Planning Information

If you need help planning for retirement, here’s some helpful information to get you moving in the right direction:

NEW STRATEGY FOR YOUR FINANCES

Spending Money From Tax Refunds Wisely By Tim Wolfe

Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast.And as tax pros say, the days are long, and the days are long.But that's simply because I've been getting to do some meaty, fun tax preparation work for...

Timothy Wolfe’s Tax Extension Breakdown

It's the final full week of tax season, and our office in NW Chicago is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around...

How To Manage Money For NW Chicago Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Focus Training For Folks In NW Chicago

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Delayed Gratification: Staying Focused to Get Ahead (Later) in NW Chicago

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Tim Wolfe’s Three Simple Steps For Better Information Security Management

Well, the Super Bowl is over. And for many it was a snoozer? The snarky tweets were in full force, and there were many sad bettors who might want to check this out (unless, of course, they just want to let us handle it for them, which is always wise).Even the...

New Ideas For NW Chicago Students To Pay For College

I recently wrote about the cost of raising children, but there was one glaring omission: college.But imagine if you had sent your son to Morehouse College. Here's what happened there this month...On Sunday, May 19th, investor and philanthropist, Robert F. Smith,...

Timothy Wolfe’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

3 More Reasons Why More NW Chicago Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from NW Chicago who trust us with their most sensitive financial details -- and we don't take that...

An Under-Utilized Tax Break For NW Chicago Taxpayers: Summer Day Camp

Okay, that's a joke. I'm so busy with client work, I can't really enjoy the college basketball or the new baseball season, but at least we still have April Fools.And yes, I know that day has already passed. More coffee please.But speaking of things getting past us --...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!