by Yagel | Oct 13, 2021 | Uncategorized
The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods and services. High inflation can hurt retirees who are living off their savings, especially when we...by Yagel | Sep 23, 2021 | Uncategorized
Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020. [1] While you may be looking forward to traveling, working on your golf game, or retiring early to enjoy more free...Lou Gantz, CPA
Senior Tax Advisor
Michael Niemczyk
Director of Investments & Planning
He is a member of the Institute of Business and Finance (IBF) and the Better Business Bureau with an A+ rating. A Lake County resident for more than 40 years, Michael and his wife, Leah, have two children, Mikey and Ella. Mike enjoys cooking and entertaining with family and friends, boating, traveling, and is an avid Chicago Cubs and Bears fan.
Maritza Cadena
Client Relationship Manager
Maritza comes from an extensive background in Employee Benefits Administration, with several years working with Retirees. She specializes in Account Management, Operations and Compliance Management, with a passion for providing exceptional customer service our clients value and deserve. As our Client Relationship Manager, Maritza cares for our clients by ensuring their questions, concerns, and account updates are handled in a timely manner.
David McKnight
Tax-Free Income Specialist
Hamilton Morales, NSSA
Social Security Advisor
Hamilton is an employee of Financial Independence Group
Donald Dee
Director of Precious Metals
Kristy Niemczyk
Licensed Financial Professional