The SGL Blog

How to Boost Your Savings & Investments with the Help of a CFP®

Posted Mon May 29, 2023

Are you struggling to manage your finances, save for the future, fund college educations for children, or plan a comfortable, secure retirement? You’re not alone. In today’s fast-paced and ever-changing world, navigating the complexities and choices of personal finance can be challenging. That’s where we come in!  A CERTIFIED FINANCIAL PLANNER™ (CFP®), like the one here at SGL Financial, is dedicated to helping individuals like you develop effective savings strategies, optimize investments, and create comprehensive financial plans to pursue future […]

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How to Maximize Your Employer-Sponsored Plan Contributions

Posted Thu May 18, 2023

We know the importance of pursuing a secure and comfortable financial future. Maximizing your employer-sponsored plan contributions can be crucial to your financial journey.    This article will provide valuable guidance on: Understanding your employer-sponsored plan options Uncovering strategies to maximize your contributions How financial advisors can assist with your 401(k) plan management Making the most of employer-matching contributions Utilizing catch-up contributions if you are over 50 years of age   While tax day is now behind us, it’s never too […]

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Ready to Retire? Tips For Maximizing Your Retirement Income

Posted Mon May 08, 2023

Welcome to our latest blog post, “Ready to Retire? Tips for Maximizing Your Retirement Income.”  As you approach retirement, you might wonder how to pursue the most comfortable and fulfilling lifestyle possible without jeopardizing your financial security. With the right strategies, you can optimize your retirement income during your golden years.  In this post, we will delve into: Understanding different types of retirement income (guaranteed vs. non-guaranteed) Valuable retirement budgeting dos and don’ts The significance of tax planning in retirement […]

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Diversify to Reduce Portfolio Risk During Your Retirement Years

Posted Fri Apr 28, 2023

Are you a high net-worth individual or a couple getting close to or already in your retirement years? Creating a comprehensive and diversified retirement plan should be on your priority list. While many people know how important it is to save for their future security, they may not understand why having a diversified investment strategy matters as much as investments.  A strong and well-thought-out retirement plan can help ensure financial security throughout your golden years – but only if it […]

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The Critical Importance of Setting Realistic Retirement Goals

Posted Thu Apr 20, 2023

Retirement planning is essential to pursuing a secure financial future for the rest of your life. No matter where you reside, from Buffalo Grove, IL, to around the globe, having a well-defined vision for your retirement aspirations is essential. This clarity can pave the way toward a secure and enjoyable journey for your golden years. Creating realistic versus unrealistic retirement expectations can significantly impact your financial security, emotional well-being, and overall quality of life in retirement. And it’s essential to […]

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What is Retirement Planning?

Posted Tue Apr 04, 2023

Retirement planning is an important financial process for many people and can be overwhelming if you don’t have the right guidance. Whether you are saving for retirement, already retired, or somewhere in between, it’s crucial to have a comprehensive plan that can  help you pursue financial security now and in the future. In this blog post, we explore what retirement planning is all about, including key topics such as understanding your budget and investing options. As experienced retirement advisors on […]

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Retirement Tax Planning in Buffalo Grove, IL

Posted Mon Mar 06, 2023

Taxes are a ubiquitous part of financial planning, and this is especially true in retirement. Proper asset location and having a sound distribution plan for your retirement are essentials of tax planning and can save you tens of thousands of dollars over the years. Lowering your tax bill will require proactive planning, and can be greatly helped with the assistance of a CFP® who specializes in tax planning. In this article, we will discuss the essentials of tax planning for […]

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2023 Tax Brackets, Deductions, and Credits

Posted Thu Feb 23, 2023

Staying up-to-date on tax-related changes and news is the only way to ensure that you can form a solid tax strategy to save instead of having a large tax bill come April. Tax laws and rules are changing constantly, and understanding what the new changes are every year is absolutely necessary.    Ready to get a head start on your 2023 taxes? Check out our guide to 2023 tax planning strategies to ensure you’re ready ahead of time 2023 Standard […]

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CFP® Tax Planning in Buffalo Grove, IL

Posted Mon Feb 13, 2023

Tax planning is such an essential part of your long-term financial plan. While many people focus on investment management and retirement planning, adroit tax planning is often something that investors tend to overlook when it comes to their personal financial goals. The tax planning services offered by a CFP® have immediate benefits to your personal finance goals, and its benefits inherently will affect all aspects of your financial planning. The experience requirements and CFP® license and exam are just a […]

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