Daniel Carey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mentor Capital Management Inc in Chicago, IL and the surrounding communities.
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The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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Valentine’s Day is approaching and the air is thick with the elegant scent of roses, romantic sentiments whispered between lovers, the ethereal...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...
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For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...
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When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...
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Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...
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The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
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I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
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