Category: Saving & Investing

My Library at Home: Money Smart: Home Buying during COVID-19

This is a virtual class offered through the St. Charles City-County Library. In real estate, we’ve made some adjustments in accordance with the state and local guidelines during the COVID-19 crisis. Health and safety is our number one priority. If you haven’t bought or sold a home for many years, you may be surprised to […]

My Library at Home: Money Smart: Certainty in Uncertain Times

This is a virtual class offered through the St. Charles City-County Library.  “Certainty in Uncertain Times” A Behavioral Bias presentation with Don Rochleau, Director of Client Development at Buckingham Strategic Wealth.We’ll talk through the five main biases that keep individual investors from maximizing outcomes and ways to improve behaviors to minimize mistakes. Here are the […]

My Library at Home: Apartment Hunting

This is a virtual class offered through the St. Charles City-County Library.  Looking to move into an apartment, but do not know where to start? This course is set up to guide you through finding and buying an apartment.

My Library at Home:Money Smart- Tax Strategies in a Volatile Climate

This is a virtual event offered through the St. Charles City-County Library.  In this Webinar we will discuss the importance of long-term tax planning and the benefits that it can provide you and your family. We are in a current economic climate that creates an opportune time to execute long-term, multi-generational tax saving strategies. This […]