Featured Blog Post

What's An Investor To Do?

What's An Investor To Do? Warren Buffett is considered a true genius for his ability to simplify complex ideas into some of the best quotes that will likely stand the test of time. He has spent most of his life dispensing advice to all...

Read The Full Post

Blog

Recent Posts

Test

Women in a World of Men

2017-03-09 | Susie Steel

Women in a World of Men [1] I’m a woman in a man’s world.  I’m the president of a company in the financial services industry, which is notoriously known to be largely populated by men.  I walk into conferences and look into a sea...

Read The Full Post
Test

Should You Pay Off Your Mortgage Early?

2017-02-15 | Marcus Miller

Should you pay off your mortgage early?   A question I frequently get from clients – and one that my wife and I have discussed as well – is “should we pay off our mortgage early?”  The answer, I’ve found, is not as...

Read The Full Post
Test

Deerfield Financial Advisors, Inc. Announces New Shareholder

2017-02-03 |

We are pleased to announce that Benjamin J. Hockema has become Deerfield’s newest shareholder.  Ben is a Certified Financial Planner® and has been an advisor in our Park Ridge office since graduating from Purdue University in 2010...

Read The Full Post
Test

A Look Back at 2016

2017-01-27 | Brad Cougill

A Look Back at 2016    Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected...

Read The Full Post
Test

Welcome to Our New Website!

2017-01-10 |

We hope that you had a great holiday season and that 2016 was filled with memorable moments. As we have looked back and reflected, it gives us great pleasure to have helped our clients focus on the moments and not the money.    At...

Read The Full Post
Test

Should Estate Plans Rely on Trusts?

2015-08-13 | FinancialPlanning.com

To some estate planning attorneys, trusts are the default option. Their wealthy clients generally pass assets to heirs that way. Trusts can keep inherited wealth safe; assets that are left outright to individuals may be vulnerable to...

Read The Full Post
Test

Avoid These Beneficiary Blunders

2015-08-04 | FinancialPlanning.com

Clients should have a will, but estate planning shouldn't stop there. Many assets pass to designated beneficiaries, so a periodic review of those selections can be crucial. A faulty designation can tarnish a decedent's legacy. "Changing...

Read The Full Post
Test

The Right Way to Handle an Inheritance

2015-05-19 | US New - Money

If you are fortunate enough to receive an inheritance, buy a nice bottle of Champagne and toast your benefactor. But then institute a cooling-off period before you start spending, financial advisors recommend. A new car, vacation or...

Read The Full Post
Test

7 Social Security Mistakes to Avoid

2015-02-18 | FinancialPlanning.com

Most clients get lost trying to navigate Social Security on their own. There are about 8,000 strategies available for couples and more than 2,700 separate rules on benefits, according to the Social Security Administration. Yet most couples...

Read The Full Post