The SGL Blog

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 […]

Read More

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. […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

Can I Change My Residency to Florida in Retirement?

Posted Fri Mar 15, 2019

  Just the other day I received a phone call from one of our long-time clients. This client had just completed their tax return and had a pretty eye-opening question. She asked me, “Trent, I’m tired of all of these taxes in Illinois and, as you know, I have a place down in Florida where I spend a lot of my time in my retirement years. Can I claim Florida as my resident state to save on some of these […]

Read More

The 5 Key Questions Your Retirement Plan Must Answer

Posted Thu Mar 07, 2019

  Designing a great retirement plan is no cakewalk! There are so many different variables for you to consider when planning. What should come first? What goals are you trying to achieve? How should you be invested? The list of questions is almost endless. Nevertheless, having a retirement plan is the most important component in ensuring financial success during your golden years. As you assess your own financial and retirement plan, you’ll want to consider a few key questions that […]

Read More

Hopefully You’ve Had Your Financial Health Checkup – Now It’s Time for Your Cybersecurity Checkup

Posted Fri Mar 01, 2019

  Unfortunately, some of the concerns we deal with every day as financial advisers are identity theft and cybersecurity issues. Have you ever wondered why all new computers come with some sort of trial or free anti-virus software already installed when you buy them? Here’s the answer, a recent tech article I read estimated that it takes less than 2 minutes for a computer that is newly connected to the internet to be exposed to a virus unless they are […]

Read More

What Not to Put in Your Safety Deposit Box

Posted Fri Feb 22, 2019

  There’s a popular advertisement today that says, “What’s in your wallet?” This is our take on that from just a little different viewpoint. I recently assisted an elderly friend during a trip to her bank to take a look at what was in her safety deposit box. The box was virtually crammed full of documents and other items. After inventorying everything and throwing away a ton of old and out of date items I realized that my friend was […]

Read More


Before You Go, Get Your Free e-Book

The Top 12 Investment Mistakes to Avoid

The Top 12 Investment Mistakes To Avoid
  • Key investing mistakes you can easily avoid
  • Potentially save thousands in investing fees
  • Maximize your return and minimize risk

Get Instant Access!

Your information is kept confidential and secure

PLUS Receive Our Exclusive Educational Content: 100% Free. Delivered Weekly.
  • SGL Emails
  • SGL TV
  • SGL Radio
  • Event Invitations

Get Your Free Portfolio Analysis

We'd like to also invite you for a free portfolio analysis with one of our expert advisors — a $500 value at no cost and no obligation to you!

Schedule Your Free Portfolio Analysis