Latest Insights Archive
Boost Your Retirement Savings With Roth Conversion Benefits
Do you want to save more of your hard-earned money and boost your retirement savings? A Roth conversion might be the answer. By transferring your
Navigating Wealth: Unraveling the Differences Between Wealth Management and Investment Management
When it comes to financial advisory services, there are a lot of options out there—each with its own unique structure and approach. From a distance,
Stay Ahead of Tax Season: Your Tax Preparation Checklist
Tax time is here! As a wealth manager at Deerfield Financial Advisors, I’m all too familiar with the chaos that can occur every year around
How to Maximize Your Eli Lilly Benefits
As part of the Eli Lilly family, you have access to a range of valuable benefits designed to enhance your present and future well-being. Maximizing
Game Plan for Tax Savings: Optimizing Your Financial Future
At Deerfield Financial Advisors, one of the many financial insights we share with our clients is how to realize tax savings. While tax planning can
Embracing Financial Independence: The Path to Freedom and Fulfillment
You register for an upcoming meditation retreat and enroll in a new nutrition program. You invest in new hiking boots for your whole family before
Wealthwhile℠: A Case Study in Business Exit Planning
In family financial planning, sensitivity is just as important as practicality and calculations. After all, many families need help making important, objective decisions, and financial
The Mindful Approach to Money I Taught My Kids
Raising kids is never easy—especially when it comes to money. That’s why it’s important to start teaching them about money early on. My husband and
The Biggest Exit-Planning Mistakes I See Small Business Owners Make
If you’re a small business owner, the effort you put into leaving your company is just as important as the effort you put into starting
Setting the Stage for Financial Independence: Laying the Foundation
Are you living your best life? If not, do you know why? What does your best life look like, and how do you plan on
Understanding the Bond Market: Why Bond Values Fluctuate and What it Means for High-Net-Worth Investors
This fall, the bond market experienced what a team of analysts at Bank of America calls “the greatest bond bear market of all time.” If
A Worthwhile Wealth Transfer to Your Kids: The Art of Giving While Living
Most parents want what’s best for their children. They work hard to raise their kids properly and position them to reap the benefits of their
Reflecting on 2023
On a personal level, 2023 was especially challenging for me. I suffered the loss of three dear family members: my dad, my stepfather-in-law, and my
Are You Prepared for a 30 Year Retirement?
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.
25 Ways to Make Friends in Retirement
Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it