Category: Article

Article
September 22, 2026
Children in Charitable Giving

Empowering the Next Generation: Including Children in Charitable Giving

Involving children in charitable giving nurtures empathy, responsibility, and financial awareness — especially within affluent families. A thoughtful, staged approach helps prepare the next generation to steward wealth wisely while fostering a lifelong commitment to philanthropy and meaningful social impact.

Article
September 18, 2026
retiring single, single person in retirement

Retiring Single? Five Key Questions to Guide Your Plan

Planning for retirement as a single? Learn how to build a confident, independent future with smart strategies.

Article
September 17, 2026

Is a Roth Conversion Right for You?

Learn how an IRA to Roth conversion works, which rules apply, how to convert a traditional IRA, and when paying the tax now may make sense for your retirement.

Article
September 17, 2026

Looking Ahead to 2027: A Budgeting Guide for Retirement Plan Sponsors

Building a 2027 retirement plan budget? Review plan fees, employer contributions, service arrangements, and potential changes before year-end.

Article
September 16, 2026
Chicagoland Families Financial Priorities

How Chicagoland Families Can Balance Today’s Financial Priorities with Tomorrow’s Goals 

Balance retirement, education, giving, and legacy goals in one plan. See which Illinois rules reward today’s decisions and which raise the stakes on tomorrow’s.

Article
September 16, 2026

Grief and Your Money: Avoid These Mistakes

The loss of a loved one can be devastating, and there is no easy way through it. Everyone grieves and heals at their own pace, in their own way. Some will look inward for the strength to make it through, and some will reach out for support.

Article
September 16, 2026

Creating a Retirement Budget

A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.

Article
September 15, 2026
Why Retirement Benefits Matter

Fall Check-In: Why Retirement Benefits Continue to Matter to Employees

Retirement plans can support employee savings efforts and complement broader benefits strategies. Explore key considerations for employers.

Article
September 10, 2026
when spouses retire at different times

When Spouses Retire at Different Times: Financial and Lifestyle Considerations

Explore financial and lifestyle considerations when spouses retire at different times, including cash flow, healthcare, taxes, and shared goals.

Article
September 9, 2026
high-income Chicagoland households financial planning

What High-Income Households in Chicagoland Should Know About Long-Term Wealth Planning 

Learn what high-income Chicagoland households should know about 2026 tax rules, concentrated positions, charitable giving, and Illinois estate planning limits.

Article
September 9, 2026
Messy Estates

Why Smart Families Still End Up with Messy Estates

Well-advised families still end up with messy estates. Learn where plans come apart, what Illinois’ $4 million exclusion means, and four questions to ask.

Article
September 9, 2026

Is It Time to Update Your Estate Plan?

Just like a routine health check, regularly reviewing your estate plan helps ensure it reflects your current life and wishes. Major life events and legal changes can impact your plan, making periodic updates essential to protect your loved ones and legacy.

Contact