Understanding Today’s Financial Environment
Welcome, I’m John Lindquist, a financial professional in Wheeling, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (847) 459-0505.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Try these activities to keep your brain sharp.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.