2020 Financial Planner Retirement Planning 
The Chicago Financial Planner
JUNE 13, 2022
After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. Check out my freelance financial writing services including my ghostwriting services for financial advisors. The S&P 500 index was down about 17.6% on a year-to-date basis as of Friday’s close.
The Chicago Financial Planner
FEBRUARY 5, 2022
Kansas City won the 2020 game and the market had an up year in spite of the impact of COVID-19. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.
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The Chicago Financial Planner
NOVEMBER 8, 2021
After a significant drop in March of 2020 in the wake of the pandemic, the S&P 500 has staged an amazing recovery. The index finished 2020 with a gain in excess of 18%. At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis.
Yardley Wealth Management
MARCH 1, 2022
Score extra tax deductions; use the savings to pay down college debt, contribute to an IRA, and/or establish a 529 plan account for your child. Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. Time to tap their tax-sheltered 529 plan.
Yardley Wealth Management
MARCH 1, 2022
Score extra tax deductions; use the savings to pay down college debt, contribute to an IRA, and/or establish a 529 plan account for your child. Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. . Time to tap their tax-sheltered 529 plan.
Envision Wealth Planning
APRIL 10, 2022
Financial Finesse reported that 55% of women ages 30 to 55, with minor kids and household incomes less than $60,000 a year, report “high” or overwhelming” levels of financial stress. Causes of financial stress. Find relief by saving in your retirement plan. So what is causing this stress? Low savings rates.
Nationwide Financial
JUNE 9, 2023
From 2010 to 2020, inflation as measured by the Consumer Price Index averaged around 2 percent, a relatively low level by historical standards. These products may help retirees by meeting their investment goals with less risk, and in some cases, a smaller allocation of retirement assets.
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