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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know these three personal finance sayings?
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
Around the country, attitudes about retirement are shifting.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?