10 10, 2024

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!

2024-10-10T10:12:10-07:00October 10th, 2024|retirement, Social Security, Uncategorized|0 Comments

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 [...]

7 10, 2024

How to invest when interest rates are cut

2024-10-07T08:49:47-07:00October 7th, 2024|financial, financial news|Comments Off on 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 [...]

19 09, 2024

Portfolio Stress Test

2024-09-19T09:54:29-07:00September 19th, 2024|Uncategorized|Comments Off on 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 [...]

22 08, 2024

Mark DiOrio shares his thoughts on the stock market through yearend

2024-08-22T13:07:04-07:00August 22nd, 2024|financial|Comments Off on 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:

6 08, 2024

Importance of Record Keeping for Small Businesses

2024-08-06T10:33:42-07:00August 6th, 2024|Business, financial, Tax, Tax Season|Comments Off on 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 [...]

6 08, 2024

Importance of Personal Tax Planning Throughout the Year

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

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 [...]

5 08, 2024

Mark DiOrio, CIO at Brookstone, comments on recent market volatility

2024-08-05T16:13:09-07:00August 5th, 2024|financial, financial news|Comments Off on Mark DiOrio, CIO at Brookstone, comments on recent market volatility

    CIO-Note_Market_Volatility_08-05-24 We will continue to monitor the market.

23 05, 2024

Meet on of our trusted partners Corey Greifenkamp with Compass Mortgage

2024-05-23T10:42:37-07:00May 23rd, 2024|Uncategorized|Comments Off on 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 [...]

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
Go to Top