Broker Check

14150 South Route 30
Suite 205
Plainfield, IL 60544

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React Once Upon a Goal

"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

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

View all videos arrow