Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “12 Negative Impacts of Inaccurate Credit Reports” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.
Read MoreResidential real estate rentals can be a great investment provided you understand all the tax implications.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financing Options For Small Business Owners To Consider This Year” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways To Boost Financial Literacy Amongst Your Staff And Clients” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® authored the article, “Financial Planning For The 2025 Tax Sunset” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “19 Points To Consider Before Making Large Capital Investments In Single Stocks” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “14 Tips For Companies Offering Their First 401(k) Program” published by Forbes.
Read MoreIt’s been a challenging year for investors. In an article recently published in Chicago’s Daily Herald Business Ledger, we discuss five important things investors should do after a year when markets are down.
Read MoreWhen someone we care about passes away, everything can get chaotic quickly. If you’re responsible for someone’s estate, the logistics only add to the overwhelm. From a financial perspective, there are some important things to consider.
Read MoreIf you hold company stock in a 401k, you’ll want to be aware of potential net unrealized appreciation tax benefits. Here we explain the main points to consider.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in in the article, “Everything You Need to Know About Phased Retirement” published by Real Simple. The article shares the pros and cons about the concept.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® discusses “How to optimize your charitable planning,” for the Daily Herald Business Ledger. The article discusses three main charitable giving strategies.
Read MoreWhether you are new to an organization or have been with them for decades, being presented with and having to evaluate a severance package is likely to feel like uncharted territory.
Read MoreBusiness and economic activity across the world are currently experiencing an unprecedented level of strain amidst the Coronavirus (COVID-19) pandemic. We have recently started seeing clear indications of the severity of that strain as record numbers of people have filed for unemployment in the United States.
Read MoreReal estate is an appealing asset class for many investors. Over half of all investors that make a purchase cite the appeal of passive income streams and price appreciation potential as primary motives to make an investment.1
Read MoreAs professional opportunities and earning power begin to increase, many individuals in their thirties may also be thinking about balancing the demands of a young family and possibly even aging parents.
Read MoreBefore moving forward with divorce proceedings, decisions involving family matters, income arrangements, and asset-division need to be made. To create a division that feels equitable, couples will typically substitute certain assets to be retitled to themselves individually after the divorce finalizes.
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