Posts by Lauren
Creating Your Legacy
As the holiday season approaches, we take time to stop and think about things that we value most, including family, friends, and serving those in our community. The ideas of…
Read MoreLast Minute Year-End Tax Savings Strategies
2015 is quickly coming to a close, and while many are busy preparing for the holidays and spending some relaxing time with family, it is important to take some time…
Read MoreMedical Economics: Best Financial Advisers for Doctors
Congratulations to Michael Jankowski, President and CEO of Wealth Planning Network, and Larry Gatz, Vice President of Wealth Planning Network, for being recognized by Medical Economics as a select few…
Read MoreMajor Changes Coming for Social Security
Earlier this month on November 2nd, Congress quietly passed sweeping Social Security reform in the 2015 Budget Act. The changes will affect how married couples collect Social Security from this…
Read MoreWealth Planning Network Awarded “FIVE STAR Wealth Manager”
Michael Jankowski, President and CEO of Wealth Planning Network, was honored to be named as a FIVE STAR Wealth Manager by Chicago Magazine for 2015! This is the 5th consecutive…
Read MoreDo I Need a Large Estate to Have an Estate Plan?
Estate planning is something that is somewhat daunting to think about, especially when you haven’t the slightest idea of where to start, what the right questions are to ask, and…
Read MoreUsing Trusts for Estate Planning
When it comes to planning your estate, there are many different routes you can take according to what is appropriate for your own unique situation. In situations regarding high net…
Read MoreEstate Planning for Foreign Nationals
If you’ve been reading our articles for some time, you’re aware that there is an unlimited marital deduction, meaning that there are no U.S. estate taxes charged at the death…
Read MoreSeptember is Life Insurance Awareness Month!
It’s a subject that no one really wants to think about, but if you have loved ones that depend on you financially, you need to address what plans you have…
Read MoreMarket Volatility- What You Need To Know
If you are like many investors in the past week, you may be wondering how the recent toll on the market affects you and your financial goals. The latest…
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