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Let’s talk about it—how much to tip, when it matters most, and why generosity still counts.

Not all financial professionals hold the same qualifications. Before committing to anyone, ask about their credentials.

Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.

Learn what to expect in your first meeting with a financial advisor, including key questions to ask and how to prepare for a productive discussion.

Learn how a financial advisor for women in Downers Grove can help support post-divorce transitions, asset division, and long-term financial clarity.

Divorce after 50 can upend your finances. Learn how to help rebuild financial confidence with specialized divorce financial planning, budgeting tips, and retirement strategies.

In recent years, index funds have become a go-to choice for many investors aiming to build wealth. They’re simple, low-cost, tax-efficient, and grounded in decades of academic research. In fact, we use index funds in many of our portfolios as well. But are they enough for High-Net-Worth investors?

Wealth Transfer Advisor Alaina Davalos and Financial Advisor Evan Kuykendall present an on-demand educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.

In high-net-worth divorces, it’s not enough to simply divide assets equally; what truly matters is the after-tax value and future financial implications of those assets. Many individuals believe they’ve received a fair share when they walk away from settlements, only to later discover they left with an uneven and often disadvantageous portfolio due to overlooked tax consequences.

Selling a business is a pivotal moment that can stir a range of emotions and bring positive and negative life-changing outcomes. As a business owner, it’s easy to lose sight of your own needs once the process begins.

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Losing a parent is emotionally overwhelming, yet practical responsibilities quickly follow. Managing bills, the family home, and financial decisions can be confusing. Understanding the roles of the executor and successor trustee is essential for handling these matters smoothly and preserving family harmony.