Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Mid-Lifers

 

Turner Speaks on WGN Radio 720

April 30, 2021 -

Listen here


Read more

VIDEO: The Economic Recovery and You

April 27, 2021 -

What looms on the horizon and how to prepare yourself.


Read more

Point of View

April 13, 2021 -

March 2021 Analysis


Read more

Turner Speaks on WGN Radio 720

April 8, 2021 -

Listen here


Read more

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.


Read more

Point of View

March 22, 2021 -

February 2021 Analysis


Read more

Turner Speaks on WGN Radio 720

March 17, 2021 -

Listen here


Read more

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.


Read more

The Good News About Retirement Income

March 5, 2021 -

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


Read more

Pinning Down Portfolio Rules of Thumb

February 9, 2021 -

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


Read more

Get Your Estate Plan in Gear

February 9, 2021 -

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


Read more

VIDEO: Panel Discussion - The Post-Inauguration Economic Outlook

February 4, 2021 -

What investors and business owners need to consider


Read more

The Employee Retention Credit Expanded

February 3, 2021 -

Significant new COVID relief is now available for businesses.


Read more

Post-Election 2021 Planning: Surfing the Blue Wave

January 22, 2021 -

The year 2020 was like no other in many ways, and thus far into 2021, the 2020 mantra “expect the unexpected” rings true.


Read more

Implementing a Fresh Portfolio? Do Not Forget About Taxes

January 15, 2021 -

It may be tempting to undertake a dramatic makeover, but an incremental, forward-looking approach is best for taxable accounts.


Read more

Turner Speaks on WGN Radio 720

January 14, 2021 -

Audio is now available. Listen here.


Read more

The Pandemic and Long-Term Care

December 7, 2020 -

We examine the impact of COVID-19 on long-term care.


Read more

Estate Planning: More Than a Bunch of Documents

December 7, 2020 -

Communicate early and often with your family about what to expect after you are gone.


Read more

5 Ways Rebalancing Can Benefit Your Retirement Plan

December 7, 2020 -

The virtues of rebalancing are greater when you are retired than when you are accumulating.


Read more

Year-End 2020 Planning: Georgia on My Mind

December 1, 2020 -

Year-end planning for Americans will be more challenging than ever in 2020.


Read more

Pages