About Carla Merlak

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So far Carla Merlak has created 174 blog entries.

Are Money Market Funds the best place for your money?

Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, shares Market Insights on "How the hottest investment may end up costing you" He is speaking about Money Market Funds. Watch this short video to see what he has to say. Learn more about Brookstone Capital Management, LLC. Brookstone Company Profile 2023   Investment advisory services [...]

2024-01-07T18:09:24-07:00January 7th, 2024|Uncategorized|Comments Off on Are Money Market Funds the best place for your money?

Market Insights – Concentration Risk Lurking in the S&P 500

Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, shares some great insight on the S&P 500 and how to reduce your risk. Watch this short video.

2023-12-22T12:06:35-07:00December 22nd, 2023|financial news, Uncategorized|Comments Off on Market Insights – Concentration Risk Lurking in the S&P 500

Energy Tax Credits 2023 thru 2032

The Inflation Reduction Act expanded the credits available for residential energy credits. You may now receive up to $1,200 per year thru 2032. In order to receive the credit(s), it will be up to YOU to determine if you qualify. If you replaced your furnace, air conditioner, hot water heater, windows, doors or insulation, please do the [...]

2023-12-04T16:06:56-07:00December 4th, 2023|Uncategorized|Comments Off on Energy Tax Credits 2023 thru 2032

Reviewing Your Life Insurance Needs

Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven't reviewed recently, it may no [...]

2023-11-06T10:48:35-07:00November 6th, 2023|Uncategorized|Comments Off on Reviewing Your Life Insurance Needs

Intellectual Property and Your Estate

Among the many considerations to ponder when forming your estate strategy, intellectual property (IP) is among the more important and misunderstood. The phrase itself may be somewhat confusing, as people may not know whether it applies to them or their assets. To clear things up, let's start by defining what exactly is meant by intellectual [...]

2023-11-06T10:46:27-07:00November 6th, 2023|Uncategorized|Comments Off on Intellectual Property and Your Estate

Estate Strategies of the Rich and Famous

How the Queen of Soul, the Lizard King, and Other Celebrities Determined Their Legacies Famous people are all too human. Tabloid newspapers and celebrity magazines and websites make bank chronicling their every moment, from going out for a coffee to attending glamorous premieres and glitzy concerts. And, yes, whenever they make a mistake, those same [...]

2023-11-06T10:44:35-07:00November 6th, 2023|Uncategorized|Comments Off on Estate Strategies of the Rich and Famous

New Social Security Facts for 2024

Social Security has released the COLA increase for 2024 and other important facts for the upcoming year.  Medicare Part B costs will raise to $174.70, an increase of $9.80/month. Read all the changes on this fact sheet: social security 2024 fact sheet

2023-11-02T08:50:31-07:00November 2nd, 2023|Social Security|Comments Off on New Social Security Facts for 2024

Residential Energy Credits

Y0u may not be aware that there are credits up to $1200 for certain energy improvements.  This will be available through 2033. 2023 expands this credit.  It covers windows, doors, insulation, central air, hot water heaters and furnaces. Read the full IRS article to learn more.

2023-09-14T09:28:59-07:00September 14th, 2023|Uncategorized|Comments Off on Residential Energy Credits

Clean Vehicle Credit

The Inflation Reduction Act of 2022 made some changes to the Clean Vehicle Credit.  This now expands to previously owned plug-in electric vehicles. It must be a "qualified manufacturer" You should search your vehicle make and model to see if it qualifies There are income limits set to qualify The credit is non-refundable meaning you [...]

2023-09-14T09:05:01-07:00September 14th, 2023|Uncategorized|Comments Off on Clean Vehicle Credit

Starting a Business

Tax basics for setting up a business Starting a new business can seem overwhelming for new entrepreneurs or even seasoned professionals. The IRS has resources to help new business owners understand the tax responsibilities of running a business. Here are a few things any entrepreneur needs to do when starting their business. Choose a business structure The form [...]

2023-09-05T11:09:05-07:00September 5th, 2023|Uncategorized|Comments Off on Starting a Business

Lake In The Hills

8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156

Elmhurst

579 W. North Ave. Suite 205
Elmhurst, IL 60126
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