The SGL Blog

The Retirement Plan “Fitting Process”

Posted Fri May 17, 2019

  If you have read my blog posts in the past, you will undoubtedly know that I am a total nut about the game of golf. In fact, I even made a living at it for a brief part of my life after college. As a competitive golfer, I was perpetually looking for opportunities to improve my game. This is where golf club fitting came in. Without a properly fit set of clubs, a golfer’s swing and mechanical changes may […]

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Considering a Timeshare? JUST SAY NO!

Posted Thu May 09, 2019

  Getting out of a timeshare is nearly impossible, and there is a new scammer hitting the airwaves with various “solutions” to get out of your timeshare—guaranteed (well maybe not­­). I just returned from my annual golf vacation with my wife, sister-in-law, and brother in-law. For the past several years we have taken advantage of their timeshare ownership and it has been wonderful. Upon my return, I came across several articles warning about timeshare ownership and the relatively new wave […]

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Why 2 Million Dollars Might Make You Unhappy

Posted Fri May 03, 2019

  As we continue delving deeper and deeper into the financial picture of retirees and pre-retirees, the psychology behind how people think about retirement is really interesting.  A mentor of mine once told me that we should “retire” the word retirement as it doesn’t mean much anymore with the changing landscape of work, family, and the economy. In fact, there have been several studies that suggest the majority of individuals working today will probably continue working into retirement. “What’s My […]

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Is “Cutting the Cord” for You?

Posted Fri Apr 26, 2019

  I was looking through my e-mails and blog posts this week, and came across an article that piqued my interest. I have to confess that, every month my cable bill shows up, I have a mini meltdown. I was looking over the bill one night when my wife looked at me and said, “What are you looking at? You look like someone you know just died!” In a manner of speaking, she was right, another part of my paycheck […]

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ADIOS ILLINOIS – Who’s Staying, Who’s Leaving, and Where are They Going?

Posted Fri Apr 19, 2019

  The population in Illinois is growing, but in the wrong direction. It is growing smaller! Late last year, the Census confirmed that the number of people living here declined for the fifth consecutive year, enough to drop the state from fifth-largest — a position it had held for decades — to sixth, behind Pennsylvania. Over the past few decades, about 65,000 more people voluntarily left the state each year than arrived. This was neither shocking, nor worrisome. Then came 2014. That year, with […]

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Plan to Continue Working After Turning 65? Here Are Some Key Medicare Considerations

Posted Thu Apr 11, 2019

  The biggest and most significant component of a strong retirement plan is that its a guide to help you make informed decisions on the things that are most important to you in your Golden Years. Needless to say, there are a number of important decisions that most people must make when reaching their 60’s. One, of course, is when to begin receiving Social Security benefits. There are a number of tools that help us determine the possible scenarios here. […]

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Can You (or Should You) Retire Early?

Posted Fri Apr 05, 2019

  OK, so you’ve been working for the last oh… 30-40 years or so and the following thought has begun popping into your head at least a number of times recently… I think I’d like to retire early! Retiring early is an exciting idea! No more work stress, all the free-time in the world and the ability to get out there and have some fun and enjoy all those hobbies you’ve been waiting to have time for. What will you […]

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Estate Planning Tax Tips & Facts for 2019

Posted Fri Mar 29, 2019

  At SGL, we encourage every client to have a trusted attorney and CPA whenever they deal with tax and estate matters, but we also try to educate our retirement and pre-retirement clients and provide them basic information to arrive prepared for meetings with these professionals. Many of our clients have done a fair amount of planning for their own retirement needs but many clients are lost, or at a minimum confused, when the discussion of legacy and estate planning […]

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9 Brexit Lessons – Could There Be a Financial Impact on Us?

Posted Fri Mar 22, 2019

  Brexit keeps turning up in the news but how important is it really and what impact could it have on us in the U.S.? These 9 Brexit lessons will have everyone listening to you the next time Brexit comes up in a conversation. We’ll take a look at how Brexit started, where it stands today and what the future might mean for all of us here at home. Let’s start by breaking down what “Brexit” means. Brexit is a […]

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