Retirement Planning
Results 11-20 from 522 articles
Attorney for Wills & Estate Planning?
Asked by S.T. from Chicago
on July 3, 2008
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Hey Mamas,
Can anyone recommend an attorney for wills and estate planning located in the western suburbs? We are in Elmhurst.
Thanks!
S.
Answers
- We just set up a will and a trust with Tom Olofsson. He is in Beverly but will travel to you. His # is ###-###-#### and his website is mytrustlawer.com. He was great t...
- http://www.elderlawillinois.com/contact.html Ben Neiburger specializes in elder law - wills, estate planning, etc. and he's in Elmhurst. He went to law school with ...
- We used Jordan Rifis in Oak Park. He's a member of our church.
Financial Planning?
Asked by A.G. from Chicago
on June 1, 2012
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Ugh!!! We have got to get on a financial plan. I have figured out that my mind does not like the term "budget"--it sounds so restrictive to me. Anyway, . . .
We ...
Answers
- We have not seen a financial planner yet either since we know a few that were mechanics or engineers a few months earlier and took a course and now do not seem qualifi...
- talk to a financial planner....a reputable one in your area...dont take advice from here. the finacial planner can plan u down to college, retirement, and have exttras...
- Here is my disclaimer - I am a financial planner. I am also Series 7 and 66 licensed (I can sell stocks, bonds, mutual funds, and managed accounts, REITS, etc.). It ...
College Planning
Asked by J.W. from Detroit
on January 29, 2011
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Ok - I know that this should have been taken care of years ago, but I get so overwelmed when I try to understand all of the differences between the savings plans out t...
Answers
- We set up a 529, but each state is different in their penalties for taking money out if it isn't for college. The good thing about most 529s is that you can get one f...
- I would highly recommend the MESP program. It is always highly rated with low fees, it has age adjusted programs, so you can just set it and your investments become m...
- why are you planing on paying for his college. My parents didn't pay for mine, and i don't plan on paying it for my kids. they have to learn responsibility. And the...
Need a Place in West Burbs to Hold Retirement Party
Asked by A.O. from Chicago
on February 14, 2007
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a very dear aunt of mine will be retiring in the early part of summer. she has been generous through the years to my siblings and myself and now to our children. i hav...
Answers
- I would recommend Brookfield Zoo! I have seen other parties there, so I don't have first-hand experience, but I know they do family events in some of the restaurants ...
- I have no idea how it works or what their rates are, but I know the Morton Arboretum has function rooms and you can throw large parties there. Might be fun, since it'...
- I'm a big fan of the theme party - like have a mexican fiesta to celebrate her new siesta time! Or base the party around something she'll be doing after she retires -...
Planning the Rest of My Life
Asked by J.H. from Sacramento
on March 11, 2012
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How have you mamas planned your furture? Ok...Let me explain a bit further--I posted a question last week regarding happiness, which was prompted by my recently being...
Answers
- I would start by making a list of things you want to do and think about where you want to be in five years. Prioritize your list by what sounds the most appealing and ...
- First and foremost, take stock of your situation. So you got fired. It happens, sometimes to good and very skilled people. Do not get bogged down in any shame or guilt...
- This may sound like a lot of writing but it's really not. Putting things on paper relieves the burden from your brain. First make a list of what you believe your p...
Short Term Planning
Asked by A.C. from Cleveland
on April 27, 2008
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Hello, several times over the past year I have tried to discuss "short term goals" with my husband. Meaning 3-5 years out. We are in our early 40's and there are man...
Answers
- My husband also has no interest in discusses finances or our future. I've finally decided to just make plans that I think will work for us as a family. I know this m...
- I agree with most of the reponses so far. Go ahead & set your own goals. There is never a drawback when you have something positive to strive for! But I haven't r...
- It sounds as if your husband is happy the way things are and doesn't have any interest in self improvement.So after all the kids are in school full time you should go ...
Looking for Financial Advisor in Western Suburbs
Asked by G.M. from Chicago
on June 24, 2008
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We're looking for a highly recommended financial advisor for retirement planning and college savings. Someone in the Lisle/Naperville area would be nice but we're ok ...
Answers
- My husband and I have been using Steve Visser since my husband was let go from his job in 2005. He has given us some awesome financial advice and always has our best ...
- I know of an excellent Financial Advisor. His name is Ted Lefere and he works for Wachovia. His number is ###-###-####. He is very easy to talk to and listens to w...
- I have a lady I would recommend in Naperville because she does a complete analysis of your situation and designs a program to meet your needs. She does a great job ex...
Moms over 40 with Children Under 5 Years
Asked by D.D. from Denver
on July 2, 2009
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Hi,
My family moved to Thornton/Westminster about 18 months ago from Southern California, and I'm still finding my way around. I am looking for other mothers who are...
Answers
- I'm also 43 (well, I will be in September). I have a 15 month old son. It is deffinatly different having children when you are in your 40's. Asher was a complete...
- Welcome to Colorado! I live in north Thornton. I'm a 49 year old single mother with a 5 (almost 6) year old daughter. I'd love to have a small group of older moms...
- Hi D., I live in Broomfield, am 41 years old (and a single mom), and have 2 girls ages 1 and 4. I'd love to meet you... I'm heading into surgery today and will b...
Need a Financial Planner And/or Lawyer
Asked by A.W. from Minneapolis
on March 23, 2007
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After having our first child a couple of years ago, my husband and I have struggled with the idea of needing to have a will - as well as get our finances in order (sav...
Answers
- My cousin's husband is a financial planner with Edward Jones. He works out of there Farmington office. His name is Jeff Myers.
- A., My husband and I have a college fund set up for both of our kids which is tax free money, we also just set up a will. We are using a CFP who I grew up with so ...
- I have worked with our financial planner for about 10 years now. Her name is Laura Basballe as she is with Focus Financial, an independent firm. Her # is ###-###-###...
A House or a Home?
Asked by K.W. from Bismarck
on March 17, 2013
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Are you and your family living in a house that you will eventually move out of? Or do you live in the "Home" you plan to grow old with your spouse in?
How much doe...
Answers
- I live in a house I could sell or grow old in. It doesn't change how I take care of it. I enjoy working on the house to make it mine. I have taken out walls and bui...
- My husband & I just bought a foreclosure last August so this is a 'house' to us. Its gorgeous but we don't plan on retiring here. We will eventually sell it when the t...
- We live in a home and I will likely stay, but who knows for sure. You can make any place your home, however. Just fix it up nice with things that reveal who you are....
