111 West Jackson Blvd.
Suite 1700
Chicago, IL 60604-3597

Clifton Kirksey, CFP®, CPFA®

(312) 528-3300

 

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Managing the Risk of Outliving Your Money

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Steps to help you sustain and grow your retirement savings.

The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.