The SGL Blog

19 Questions to Ask When Hiring a Financial Advisor

Posted Mon Jun 20, 2022

When it comes to making decisions about your financial future, you want to be sure that you’re making the right choices. That’s why it’s important to consult with a financial advisor – someone who can help you make informed decisions and steer you in the right direction. The wealth you’ve established should not be left to chance, which the right professional can ensure.  How do you know if you’re picking the ideal advisor for you?  What questions should you ask […]

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When Do You Need to Hire a Financial Planner?

Posted Tue Jun 07, 2022

If you haven’t gotten a jump on financial planning yet, this article will provide some insight as to when you should begin. Whether you are just starting your career path, going through a major life transition, or strategizing a smooth retirement, everyone can benefit from investing in a financial planner. This person should essentially serve as your long-term financial ally to help you save and grow your wealth. Think about how much spare time you have in your life to […]

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5 Ways to Deal with Inflation: Tips for Financial Planning in Chicago

Posted Fri May 20, 2022

Inflation has become a significant concern for those who do not have a financial plan that accounts for it. Because inflation is at a 40-year high of 8.5%, some commodities are experiencing inflation rates that are significantly higher than this. For example, both food and fuel have increased about 40% in price in the last year; have you noticed?   Inflation creates several problems that can throw your financial goals off course if you’re not working with a fiduciary financial […]

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7 Most Overlooked Tax Deductions, Credits, and Exemptions

Posted Mon May 16, 2022

If you want to save yourself the most money possible on your tax returns, you must take advantage of the many tax deductions currently offered by the U.S. tax code. This code changes regularly as tax brackets shift. That’s why we’ve provided you with this list of the most up-to-date tax deductions, credits, and exemptions that apply to you.    The right tax professional can help you save money. Discuss inflation and tax planning in Chicago, IL, with SGL Financial.  […]

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Will Inflation Affect My Tax Return?

Posted Wed May 11, 2022

Inflation has reached its highest point in 40 years, at 8.5% at the end of March 2022. With such high rates, many people wonder if their taxes will be affected by inflation. The answer is yes—there is a good chance that your tax returns can be affected by inflation.  As the IRS periodically changes the tax rules to adjust for inflation, tax planning for individuals in Buffalo Grove, IL, becomes even more critical.    Make comprehensive tax planning and preparation […]

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The Benefits of Working with Both a CFP and a CPA

Posted Fri Apr 01, 2022

The world of financial planning offers ample opportunity to turn struggle into success. Taxes are one of those areas. Choosing a financial planner and a tax advisor are two of the most important decisions you might make. But wouldn’t it be convenient as one powerful decision?  The first professional focuses on building and preserving your wealth, mainly through your investment portfolio. The second keeps your tax bill as low as possible and ensures your accounts are squeaky clean come April.  […]

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4 Reasons You Might Be Audited By The IRS

Posted Fri Apr 01, 2022

If there’s anyone whose attention you never want to get, it’s the IRS. And if you’ve ever asked yourself when preparing or filing taxes, “why might I get audited by the IRS?,” we have a few simple answers for you.  This may be news to you: the Internal Revenue Service has a precise computer process for determining which businesses and individuals it will audit, called the Discriminant Function System (DIF). Although the details are unknown, we are aware that the […]

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13 Tax-Smart Investor Strategies to Consider Now

Posted Wed Feb 16, 2022

Now that New Year’s Resolutions are in full swing, you might be thinking of the next season. While we know Spring is on the horizon – even though Chicago may not seem like it, at SGL Financial, we mean Tax Season.  Here are some tax-smart investor strategies to consider not just during Tax Season, but all year round..  Diversify Your Tax-Advantaged Investing Accounts Consider participating in a tax-sheltered investing account to maximize tax savings. Before choosing an account, it is […]

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What to Know About Wealth Management as a Small Business Owner

Posted Sun Jan 16, 2022

As a small business owner, one of the proudest moments in your life is when your dream turns a profit. But without a comprehensive wealth management plan in place, it’s tricky to turn your dream into a reality. This is especially true for small business owners who tie their personal wealth to the profits (and losses) of their business. Fortunately, proper wealth management can help you prepare for success. Start with a Budget As in your personal life, your business […]

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