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Resource Center

Women & Investing

2019-03-20T10:08:22-05:00March 20, 2019|Categories: Resource Center|Tags: , |

Women & Investing

Women investors face special challenges that make financial literacy and advanced planning especially important. For example, women are more likely to outlive their husbands or have divorce disproportionately affect them, making long-term financial strategies especially critical. Grab a copy of our new resource for women who are seeking perspectives on how to take control of their financial lives. We hope you’ll share it with the women in your life http://bit.ly/womenandinvesting

6 Steps for Early Retirement

2019-03-07T14:35:29-06:00March 7, 2019|Categories: Resource Center|Tags: , , |

6 Steps for Early Retirement

We’ve gotten a lot of questions recently on what it takes to retire early. While leaving the workforce may sound appealing, the people we work with want to make sure they have enough money saved and their portfolio is positioned for the road ahead. Here are the 6 steps every investor should take before considering early retirement https://bit.ly/2SIqwgT.

FSA vs. HSA

2019-02-14T09:55:14-06:00February 14, 2019|Categories: Resource Center|Tags: , |

Health Savings Account vs. Flexible Spending Account

A Health Savings Account (HSA) or a Flexible Spending Account (FSA). Which one should you choose? With several key differences between them, it literally pays to get this decision right. Grab a copy of our new guide to learn more about the important nuances between these two accounts. http://bit.ly/HSAorFSA

CollegeWise Webinar – Harvard, Stanford or Bust

2018-10-10T13:39:15-05:00October 10, 2018|Categories: Resource Center|Tags: , |

Harvard, Stanford or Bust – a Webinar

Just what does it take to get into the top colleges and universities in the country? How do you identify the school that’s the best fit for your student? On October 24th, join us for a webinar with CollegeWise, the nation’s largest college counseling organization. We’ll debunk college admission myths and show you what the college admissions process looks like from the inside. We’ll also give you an overview of college savings options and how you can begin to financially prepare for your student’s amazing college adventure. Register here: http://bit.ly/2zU5AgA

The Proust Questionnaire Journey Continues with Christopher Much

2018-09-07T13:00:26-05:00September 7, 2018|Categories: Resource Center|Tags: , , |

The Proust Questionnaire Journey Continues with Christopher Much

Christopher Much steps up to the Proust Questionnaire plate today, giving us some visibility into what makes him tick. Did you know that when he’s not crunching numbers and consulting with clients, Chris throws on a Gi and can be found studying the art of jiu-jitsu? Meet Chris. http://bit.ly/cts_proust2

Empower Your Future

2018-08-23T16:46:24-05:00August 23, 2018|Categories: Resource Center|Tags: , , , |

Empower Your Future

Today, fewer than 1 in 4 employees have a pension – and that number is falling. Social security is changing too, as the retirement age to receive full benefits rises. Younger generations can no longer rely only on the system for retirement savings. It’s up to you to provide for yourself, and to prepare to do so sooner rather than later. Grab a copy of our latest article to learn how to build a thoughtful savings and investing plan for today and for the future. http://bit.ly/empower_you_future

Urban Exploration

2018-08-10T13:34:34-05:00August 10, 2018|Categories: Resource Center|Tags: |

Take only photos, leave only footprints

Urban exploration is the pursuit of a time gone by, involving the documentation of abandoned man-made structures and the not-usually-seen components of the man-made environment. Digital images and traditional film allow us to stop time and memorialize a way of life – before demolition, erosion and looting take their toll. An urban explorer for most of his adult life, Jonathon Much shares with us some of his most beautiful and haunting photographic work from the Chicagoland area. https://bit.ly/2LGDfSx

Jonathon Much Takes the Proust Questionnaire

2018-07-12T12:26:24-05:00July 12, 2018|Categories: Resource Center|Tags: , |

Jonathon Much Takes the Proust Questionnaire

In the late 1800’s, the Proust Questionnaire emerged as a popular parlor game and a way for friends and associates to better get to know one another.  We distributed the questionnaire to the CTS team so that you could see what makes them tick. Jonathon Much is first up in answering the Proust Questionnaire.

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