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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The uncertainties we face in retirement can erode our sense of confidence.
A quick look at how federal income taxes work.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.