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14150 South Route 30
Suite 205
Plainfield, IL 60544

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

"I want to help you get your financial house in order. We are going to do it in an organized and methodical manner. Basically, I want to use all of the resources that are available to me so that I can do my very best for you."

-Brian S. Graf, CRC® -President 


Helpful Content

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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