The SGL Blog

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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Charitable Giving Tax Planning

Posted Mon Feb 06, 2023

Charitable donations are a great way to reduce your taxable income while also donating to a good cause and improving your community. The benefits of donating to charitable organizations go beyond just reducing your income tax; it is a fantastic way to also help save money for your beneficiaries.  There are several different tax strategies that you can use when giving to charity to lessen your tax burden. Read on to learn how to reduce your tax liability while also […]

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How to Convert a Traditional IRA to a Roth IRA

Posted Tue Jan 31, 2023

Everyone is always looking for ways to pay less in taxes, and a Roth IRA conversion is a popular strategy many retirees use to reduce their taxable income.  A Roth IRA rollover, or backdoor Roth as it is often called, is done when an individual moves money from their existing IRA or 401(k) into a Roth IRA. Many retirees use this because they anticipate that they will be in a higher tax bracket in the future and want to avoid […]

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Reducing Your Tax Bill with Tax Loss Harvesting

Posted Thu Jan 12, 2023

It’s safe to say that at some point in time, you may lose some money throughout your investment horizon, both short- and long-term. However, a losing investment can be a good opportunity to lower your tax liability by deploying a tax loss harvesting investment strategy. Instead of accepting your investment at a loss, utilizing this method is a tax-smart strategy all investors should consider.  The tax-loss harvesting strategy works in a fairly straightforward way. Whenever an asset or security in […]

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Finding the Right Fiduciary Financial Advisor To Help You Achieve Your Financial Goals

Posted Mon Dec 12, 2022

We’re going to make a couple of assumptions in regard to how you search for and select the right financial advisor for you and your family.  Assumption #1: You are looking for a financial advisor because you don’t know anyone you trust or feel comfortable entrusting your wealth and investments with.  Assumption #2: You are not certain what kind of financial professional you need to help you reach your financial goals.  This article will provide guidance around these assumptions and […]

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Comprehensive Financial Planning Done Right Provides Long-Term Financial Rewards

Posted Mon Dec 05, 2022

It can sometimes seem that there are as many investment strategies as there are indices to invest in, which can be overwhelming. While there will never be a shortage of financial experts and gurus offering supposedly infallible advice, there are tried and true methods that withstand the test of time, regardless of the latest financial fads.  Successful long-term investment management requires financial discipline and comprehensive planning. As a financial advisor in Buffalo Grove, IL, our team at SGL will help […]

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Can a Fiduciary Financial Advisor In Buffalo Grove IL Help You Create a Comprehensive Financial Plan?

Posted Thu Dec 01, 2022

Are you nearing retirement and feeling overwhelmed by all the financial decisions you need to make? Or, are you a young professional just starting out and trying to figure out how to save for your future? If either of these scenarios rings true with you, it might be time to consider working with a fiduciary financial advisor in Buffalo Grove, IL.  In this article, we’ll cover the following topics: The importance of working with a fiduciary financial advisor How to […]

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Comprehensive Financial Planning In Buffalo Grove, IL

Posted Mon Nov 21, 2022

No one knows what the future holds. With that in mind, as an individual investor in Buffalo Grove, you should consider creating a comprehensive financial plan for yourself and your family.  The purpose of a financial plan is to prepare you and your family for any planned or unplanned life events that may occur over time. In other words, it is intended to help you protect and build your wealth as you go through various phases of life.  This article […]

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