Blog

Can You Save TOO Much in a 529?

Nov 10th, 2021 • Damian Dunn
I never hear anyone discuss the implications of saving TOO much in a 529 for your child’s college. How do you know if you’re saving too much? And if you’re on target to hit your child’s goal before age 16, should you stop making contributions even if your state (IL) provides a tax benefit up … more »
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A Timeline for Planning Your Early Retirement

Oct 5th, 2021 • Lisa W.
Clearly, the idea of early retirement is having a moment. But whether early retirement means a headlong dash to the beach in your 30s, or simply leaving the workforce on your milestone 50th birthday, the basic problem is the same: How do you fund your lifestyle during the years after you have given up paid … more »
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How exactly do bonds work?

Aug 25th, 2021 • Lisa W.
If you are an investor — and if you have a retirement account, you are! —  there is a pretty good chance that your money is invested in a mix of stocks and bonds. Likely you are pretty comfortable with the basic mechanics of what a stock is; a share is a small ownership piece … more »
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Take Advantage of Low Interest Rates Now!

Jun 29th, 2021 • Lisa W.
From the “Silver Linings” file cabinet, you have undoubtedly noticed that interest rates have remained low. For savers, this is not good news but if you have outstanding debt, steady income and a strong credit score, this may still be a very opportune time to consider if you can reduce the cost of what you … more »
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