SGL In The News

Your Money Matters: Tips to help you have more money saved at the end of month

Posted Tue Aug 21, 2018

It’s the end of the summer, have you had your OMG (Oh My Goodness) moment? Steve Lewit was invited to join Tonya Francisco on Chicago’s very own -WGN 9 News! Steve got to share some great insights and tips on how you can save more money! From getting out of debt to ensuring that your budget is fine-tuned, there are many options and ways to find more money to save. Most importantly, don’t forget to have fun and enjoy yourself. […]

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How to Protect a Retirement Plan in a Down Market

Posted Mon May 07, 2018

Market corrections are a worry for all investors, but they can pose a particularly big problem for people who have just retired and are starting to dip into savings. Each time retirees sell stock, it digs a hole out of which their portfolio must climb to keep producing the same amount of income over time. The more they sell—and the earlier—the deeper the hole. This doesn’t mean it’s always bad for a retiree to sell stock. Selling when the market […]

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Should You Hire An Accountant To Help With Your Taxes?

Posted Thu Mar 29, 2018

Tax day this year falls on Tuesday, April 17 — two whole days later than usual! If you’re running down the wire to file, remember that you essentially have two options: hire a CPA or file on your own using an at-home tax preparation service like TurboTax or H&R Block. Some people may often decide to hire an accountant out of fear of filing incorrectly and getting audited, but the IRS rarely asks for an in-depth scouring of people’s taxes. TurboTax says says […]

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5 Questions and Answers About the New Tax Law

Posted Thu Mar 22, 2018

5 Questions and Answers About the New Tax Law Some changes are ongoing. Here’s what to consider in your tax planning process   The broad-ranging Tax Cuts and Jobs Act was passed so late last year that the Internal Revenue Service is still issuing interpretations of the law—and probably will be through the rest of this year. For individuals doing tax planning now—as many Americans do during tax season—the uncertainty can make for difficult decision-making. “Tax professionals are waiting for […]

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Credit Monitoring Services May Not Be Worth the Cost

Posted Thu Feb 15, 2018

When Jed Grant’s security clearance and biometric information was stolen from the U.S. Office of Personnel Management, the agency offered him and 22 million other affected people a free credit monitoring service. The service “was worth what I paid: nothing,” said Grant, CEO of IT security firm Peer Mountain. “So far in the five-plus years that I have had it, it has notified me twice that my Yahoo account was hacked, which we all know anyway,” Grant said. He also […]

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Should You Use a Credit Monitoring Service?

Posted Tue Oct 17, 2017

It’s pretty scary to think that this can happen to any of us. Hear what Jim Barnash has to say about using a credit monitoring service… In the wake of the Equifax hack, which occurred from mid-May to July 29 and was revealed in early September, many consumers have been asking a question that often comes up whenever identity theft dominates the national conversation: Should I use a credit monitoring service? You would think anyone in their right mind would say […]

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Borg puts cybersecurity, unpaid arbitration claims on NASAA agenda

Posted Fri Oct 06, 2017

When Joe Borg first headed the North American Securities Administrators Association in 2001, online protection of client information was not a major issue. As he takes the NASAA helm for the third time, a potential cybersecurity regulation is prominent on his agenda. Mr. Borg, Alabama securities director, was elected NASAA president on Sept. 26 at the state regulators’ annual meeting in Seattle. In his inaugural speech, he said that NASAA would consider a model cybersecurity rule for investment advisers. In the […]

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How to Revive Your 401(k) in Your 50’s

Posted Thu Oct 05, 2017

It’s never too late to rescue your 401(k) and boost your retirement savings. Winning at retirement is all about playing your hand strategically. A 401(k) can be a trump card when used to its full advantage. Between high annual contribution limits – up to $18,000, or $24,000 if you’re 50 or older – tax-deferred growth and the potential for an employer’s matching contribution, 401(k)s are hard to beat as a retirement savings tool. That doesn’t mean that every saver is realizing […]

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