Home2018-11-13T12:09:17+00:00

CYBER MONDAY TAX SALES EVENT ALL WEEK LONG!

EVEN BIGGER SAVINGS THAN LAST YEAR!

OUR CYBER MONDAY TAX SPECIAL IS RUNNING NOVEMBER 26TH THRU NOVEMBER 30TH.

WHY NOT GIVE THE GIFT OF TAX PREPARATION TO THAT HARD TO BUY PERSON ON YOUR HOLIDAY SHOPPING LIST? THE MORE YOU BUY, THE MORE YOU SAVE!

ONE RETURN $60.00 (Normally $69, you save $9)  |  TWO RETURNS $118 (Normally $138, you save $10 per return)
FOUR RETURNS $220 (Normally $276, you save $14 per return)

BUY ONE
BUY TWO
BUY FOUR

One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.

Source: http://www.dol.gov

Social Security: Know Your Options

Knowing when and how to claim your Social Security retirement benefits can be confusing and sometimes overwhelming. Make sure you ask questions and more importantly, make sure you understand the answers. A few things to consider:

  • Strategies have changed!
  • Know your “Retirement Age”
  • Know the benefits of “when” to turn on your benefits
  • Ask questions
  • Work with a financial professional
72 %

of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.

Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.

Lake In The Hills

8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
(779) 220-9608

Elmhurst

579 W. North Ave. Suite 205
Elmhurst, IL 60126
(630) 532-5986