Jonathan Rogers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forum Financial Management, LP in Lombard, IL and the surrounding communities.
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Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
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The call came while I was cooking dinner the other night – my mother had received a phone call from a woman purporting to be calling on behalf...
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A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...
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We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...
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As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
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So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...
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Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
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