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About Carla Merlak

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So far Carla Merlak has created 184 blog entries.

Already taking social security? Then this email isn’t for you. If you are born 1954 to 1962 and are NOT taking your benefits, this is an important time for YOU!

Understanding the Ages to Take Social Security BenefitsSocial Security benefits provide crucial financial support for retirees, but deciding when to start receiving these benefits can significantly impact your lifetime income. Once you make a decision and apply, there are very few situations where you can change the election. Here’s a general breakdown of the different [...]

2024-10-10T10:12:10-07:00October 10th, 2024|retirement, Social Security, Uncategorized|0 Comments
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How to invest when interest rates are cut

Mark DiOrio, CIO, at Brookstone Capital Management talks about ideas moving forward with anticipated Fed interest rate cuts. WATCH VIDEO     Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and (insert your DBA name here) are independent of each other. Insurance products and services are not offered [...]

2024-10-07T08:49:47-07:00October 7th, 2024|financial, financial news|Comments Off on How to invest when interest rates are cut
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Portfolio Stress Test

Should you consider a portfolio stress test? With so many of you on your own when it comes to making decisions on your life savings, a little professional guidance can go a long way.  When was the last time you stress tested your 401k or IRA? Why a Portfolio Stress Test Can Benefit You In [...]

2024-09-19T09:54:29-07:00September 19th, 2024|Uncategorized|Comments Off on Portfolio Stress Test
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Mark DiOrio shares his thoughts on the stock market through yearend

CFO of Brookstone Capital Management, Mark DiOrio addresses the outlook for the stock market moving forward in this informative video:

2024-08-22T13:07:04-07:00August 22nd, 2024|financial|Comments Off on Mark DiOrio shares his thoughts on the stock market through yearend
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Importance of Record Keeping for Small Businesses

I wanted to take a moment to emphasize the critical importance of record keeping for small businesses. Effective record keeping not only ensures compliance with regulatory requirements but also plays a pivotal role in the strategic management and growth of our company. Here are a few key reasons why maintaining accurate records is essential: Financial [...]

2024-08-06T10:33:42-07:00August 6th, 2024|Business, financial, Tax, Tax Season|Comments Off on Importance of Record Keeping for Small Businesses
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Importance of Personal Tax Planning Throughout the Year

As we continue through another year, I wanted to highlight the significant benefits of engaging in proactive personal tax planning. Whether you're a freelancer, business owner, or employee, effective tax planning can make a substantial difference in optimizing your financial situation and ensuring compliance with tax obligations.  We, at Merlak Tax, recognize this and encourage [...]

2024-08-06T10:30:41-07:00August 6th, 2024|financial, life insurance, retirement, Social Security, Tax|Comments Off on Importance of Personal Tax Planning Throughout the Year
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Meet on of our trusted partners Corey Greifenkamp with Compass Mortgage

https://vimeo.com/949286422?share=copy Over the next few months we will be doing videos with our Strategic Partners that may play a role in your financial life. This month's interview is with Corey Greifenkamp. Corey is a Full Service Mortgage loan officer with Compass Mortgage with a full range of loan products to suit your needs. Email: coreygreifenkamp@compmort.com Phone: 815-307-4290 [...]

2024-05-23T10:42:37-07:00May 23rd, 2024|Uncategorized|Comments Off on Meet on of our trusted partners Corey Greifenkamp with Compass Mortgage
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Our Commitment To You

At Merlak Tax Advisory Group, Inc., helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Read More.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Merlak Tax Advisory Group, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only. It is not a solicitation or recommendation of any investment strategy or intended to provide tax or legal advice. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Merlak Tax Advisory Group, Inc.
8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
Get Directions
(779) 220-9608
Carla@MerlakTax.biz
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Lake In The Hills

8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
Get Directions
(779) 220-9608
Carla@MerlakTax.biz

Elmhurst

579 W. North Ave. Suite 205
Elmhurst, IL 60126
Get Directions
(630) 532-5986
Carla@MerlakTax.biz
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