Educational Materials
We have partnered with Forefield Advisor and the AICPA to provide the following links for information that we believe to be accurate and beneficial. Forefield is the leading provider of premier financial planning knowledge and their information goes through a rigorous process to assure that their information meets our regulatory compliance. The presentation is written so as to take technical information and make it understandable in non technical language. Please contact us to explore any issues further.
- Annuities:
- Business Planning:
- College Funding:
- Consumer Information:
- Income and Estate Taxes:
- Insurance:
- Life Insurance Basics
- Five Questions about Long Term Care
- Life Insuranace Riders that Pay for Long Term Care
- Why Buy Insurance
- Buying Supplemental Health Insurance: Medigap
- Comparing Life Insurance Policies
- Comparing Long-Term Care Insurance Policies
- Designating a Beneficiary for Life Insurance
- Disability Income Insurance for the Self-Employed
- Disability Income Insurance: Typical Policy Features
- Do your Parents Need Long-Term Care Insurance?
- Finding and Using Insurance Company Rating Information
- Life Insurance the Application Process
- Reading and Understanding Your Life Insurance Policy
- Term vs. Cash Value Life Insurance
- Understanding Long-Term Care Riders and Options
- Universal Life Insurance
- Variable Life Insurance
- Variable Universal Life Insurance
- Investing:
- Retirement:
By clicking on any of the links above you acknowledge that the links provided are solely for your convenience, and do not necessarily imply any affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites.
More Resources:
Recent Articles
- Turn Goals into Numbers
- A Small Book with a Big Message
- The Secrets to Maximizing Your Social Security Benefits
- Beware Hot Picks
- Inflation or Deflation: Watching for Warning Signs
Recommended Links
- Smith Koelling Dykstra & Ohm P.C. Certified Public Accountants
- Bright Sky Group, LLC
- Dimensional Fund Advisors
- Roth IRA
- College Savings 529 Plans
- College Financial Aid
- Social Security
Get In Touch
Solutions for Wealth Management, LLC
1605 N. Convent
Bourbonnais, IL 60914
Phone (815) 935-6636
Fax (815) 935-0360
Email Us