Holiday spending doesn’t have to derail your retirement savings. You can avoid typical pitfalls by returning to your values and goals. By focusing on what truly matters, setting clear financial objectives, and communicating honestly with loved ones, you can enjoy the holiday season without sacrificing your long-term financial security.

In the next two decades, a whopping $68 TRILLION is set to pass from the baby boomer crowd to us millennials. That’s a truckload of cash, folks! If you’re wondering how to ensure your hard-earned assets go where you want them to, you’re in the right place. I’m here to equip you with the lingo and insights to kickstart your game plan.

Rising inflation costs have triggered the IRS to announce one of the most significant jumps in the maximum contribution employees can make to their Health Savings Accounts (HSA) in 2024. This is an excellent opportunity to review HSAs, why they benefit financial and retirement planning, and how you can maximize their effectiveness.

Michael Hollis gives you five practical tips for maximizing your employee benefits and confidently navigating open enrollment.

As retirement nears, even small money missteps can derail years of planning. From spending habits and debt to savings and risk, pre-retirees can avoid costly pitfalls by taking a thoughtful, intentional approach to their finances.

A knee-jerk reaction to spending money on something big can be put in check as you think about the long-term impact of the large purchase and your financial plan.

It’s easy to get caught up in the excitement of big purchases, whether it’s a new car or your dream home. But if these purchases eat up too much of your budget, they can keep you from reaching long-term goals like debt freedom or saving for college.

Illinois and Chicago have great reasons to stay even into retirement. With a planning staying or moving to the area can become a reality.