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.
Helpful Content
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
When Markets React
When markets shift, experienced investors stick to their strategy.
Rightsizing for Retirement
What does your home really cost?
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?