Resource Center

  • Get Out, Get Active

Ready to break a sweat this fall?

2021-06-10T16:23:23-05:00September 28, 2017|Categories: Resource Center|Tags: |

Here are 6 ways to get out, get active and live healthier in Chicago.

At CTS, we believe that a holistic approach to wellness, from financial fitness to physical and mental health, are key elements to living a successful and fulfilled life. And if you’re anything like us, we know that Chicago, with its rich culture and diversity, is the perfect place to get out and explore. Here are six ways to enjoy an active lifestyle in our dynamic city.

  • Planned Philanthropy

Giving Back with Planned Philanthropy

2021-06-10T16:28:11-05:00September 14, 2017|Categories: Resource Center|Tags: , |

What part does philanthropy play in planning a lasting legacy?

At CTS, we understand that success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society – the lives you’ve touched or perhaps even changed. We created this special article to share what we believe are some of the financial and social benefits of a proactive approach to philanthropy. Grab a copy here.

  • Six Reasons You Need More Than A Robo-Advisor

Rise of the Robots or a Relationship Renaissance?

2021-06-10T16:16:19-05:00August 30, 2017|Categories: Resource Center|Tags: , , , |

Rise of the robots? Not so fast.

Are we experiencing a rise of the machines or an opportunity for a relationship renaissance? When it comes to robo-advisors, CTS believes in forward-thinking technology but not at the expense of hands-on research and face-to-face interaction. DOWNLOAD our latest article for our take on the robo-advisor movement, and why we believe you deserve more than just automation.

6 Important Financial Strategies for Your 20’s and 30’s

2021-06-10T16:32:11-05:00July 21, 2017|Categories: Resource Center|Tags: , |

6 Important Financial Strategies for Your 20’s and 30’s

At CTS, we realize that retirement for the Baby Boomer generation likely looks very different than it will for Gen X and Gen Y. In lieu of pension plans and other traditional benefits that Boomers may have access to, Gen X and Gen Y will likely have to rely on personal savings and investments. As a result, financial planning will take on increased importance. In addition, medical advances mean that average life spans are increasing, so you a longer retirement could become the norm.

Download a copy of our new report now, 6 Important Financial Strategies for Your 20s and 30s.

The Top Social Security Facts Retirees Must Know

2017-05-26T10:21:48-05:00May 26, 2017|Categories: Resource Center|Tags: , |

The Top Social Security Facts Retirees Must Know

Social Security can offer an important source of guaranteed income, and you want to feel confident when choosing the right claiming strategy under the new Social Security regulations.

According to Social Security Administration (SSA) statistics, Social Security benefits account for about 34 percent of retirement income for the average American. One of the biggest mistakes today’s retirees can make is to underestimate the importance of Social Security in their retirement strategies. In an era of vanishing pensions, Social Security offers government-guaranteed income that isn’t vulnerable to market risk, can’t be outlived, and can provide for your loved ones after your death.

At CTS Financial, we have compiled a tip sheet, The Top Social Security Facts Retirees Should Know, to help you begin to create a personalized plan that will best leverage Social Security in light of your overall financial goals.

Access the article now

  • Chicago Blackhawk Lessons

Perseverance: Business Lessons Learned from the Blackhawks.

2021-06-10T16:19:11-05:00May 12, 2017|Categories: Resource Center|Tags: |

Perseverance: Business Lessons Learned from the Blackhawks.

I am finally starting to get over it. I’m accepting the fact that the Blackhawks will not be taking home the Stanley Cup in 2017. Yes, it has taken me this long. While I am still disappointed, these past few weeks have provided me with some clarity. I am truly grateful for what this incredible team brings to my personal life and my work life.

In fact, this team and the city of Chicago have inspired me to write an article, Perseverance: Business Lessons Learned from the Blackhawks. Access the article now here.

6 Principles of Long-Term Investing

2021-06-10T15:57:21-05:00May 5, 2017|Categories: Resource Center|Tags: |

6 Principles of Long-Term Investing

We believe that increasing your wealth over time is about more than making the right stock picks. Over the years, we have observed the effect of fear, greed, lack of discipline and many other the pitfalls that investors experience.  To help you avoid these potential issues, CTS has compiled The 6 Principles of Long-Term Investing as a guide to help you make investment decisions.

Download a copy of this piece here.

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