Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Mid-Lifers

 

Turner Speaks on WGN Radio 720

July 30, 2021 -

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Clearing Up QCD Confusion

July 7, 2021 -

As this strategy becomes more commonplace, so do questions about how to execute it.


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Three Tricky Decisions for Every Retirement Plan

July 7, 2021 -

Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.


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Seven Pieces of Financial Advice for New Graduates

June 14, 2021 -

How you can help your loved ones get on the right track financially, even in a pandemic.


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Feeling Blue: Sorting Out 2021’s Tax Proposals

June 9, 2021 -

Here’s what investors should keep in mind and plan for in 2021 as President Biden and the post-Blue Wave Democratic majorities in the House and Senate plan a major individual and estate tax overhaul.


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Turner Speaks on WGN Radio 720

May 21, 2021 -

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Turner Speaks on WGN Radio 720

April 30, 2021 -

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VIDEO: The Economic Recovery and You

April 27, 2021 -

What looms on the horizon and how to prepare yourself.


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Point of View

April 13, 2021 -

March 2021 Analysis


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Turner Speaks on WGN Radio 720

April 8, 2021 -

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An Investing Road Map for Pre-Retirees

April 6, 2021 -

The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.


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Point of View

March 22, 2021 -

February 2021 Analysis


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Turner Speaks on WGN Radio 720

March 17, 2021 -

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An Investing Road Map for Mid-Career Accumulators

March 5, 2021 -

Key financial priorities for investors in the peak earnings years of their 40s and 50s.


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The Good News About Retirement Income

March 5, 2021 -

A lower starting withdrawal rate does not guarantee you will have to live on less.


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Pinning Down Portfolio Rules of Thumb

February 9, 2021 -

Investing can be complicated, but common portfolio guidelines can be a good starting point.


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Get Your Estate Plan in Gear

February 9, 2021 -

Do not put off this important piece of the financial planning process.


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VIDEO: Panel Discussion - The Post-Inauguration Economic Outlook

February 4, 2021 -

What investors and business owners need to consider


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The Employee Retention Credit Expanded

February 3, 2021 -

Significant new COVID relief is now available for businesses.


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