Understanding Today’s Financial Environment
Welcome, I’m Tim O'Donnell, a financial consultant in Barrington, Illinois. 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 are investing for retirement, college savings or estate planning, 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) 519-1413.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Six overlooked tax deductions to help manage your tax bill.
Five phases to changing unhealthy behaviors.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Do you understand these common mobile slang terms?
Understanding how a stock works is key to understanding your investments.
Do you have an estate strategy? You should.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?
Taking your Social Security benefits at the right time may help maximize your benefit.
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?
What is your plan for health care during retirement?