Financial Professional in Wheeling, IL
Understanding Today’s Financial Environment
Welcome, I’m John Lindquist, a professional in financial planning in Wheeling, IL. We understand that individuals face unique challenges when it comes to retirement planning. We can help take the mystery out of preparing for today and tomorrow. Whether your 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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
In the face of divorce, making changes to insurance coverage may be overlooked.
Do you have an estate strategy? You should.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Life insurance proceeds are generally tax-free. But not in all cases.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Purchasing homeowners insurance is critical for protecting your home.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.
$1 million in a diversified portfolio could help finance part of your retirement.