Free FAFSA Help in Illinois: Resources for Parents and Grandparents
Illinois families can access free FAFSA help from ISAC and the Federal Student Aid Office to secure financial aid for college.
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Peter Newman, CFA®
Oct 236 min read
The Diversification Option: Understand Your ESOP Benefit
You can sell your shares back to the company during your employment years, called diversification in ESOP terms. What are the pros and cons?
Peter Newman, CFA®
Jun 274 min read
Sink or Swim: Support for Adult Children
Explore parents' philosophies on gifting money to adult children, from lifestyle support to major life events and family experiences.
Carmen Egolf
May 233 min read
Secure Tomorrow Today: Why Delaying Life Insurance is Risky
Timing is critical with life insurance. Factors like age and major life events can affect your insurability.
Bret Keisling
Feb 12 min read
A Deep Dive into ESOP Diversification and Distributions
Uncover the art of ESOP diversification and distribution strategies, vital for a secure retirement.
Bret Keisling
Jan 252 min read
Successful Retirement Planning
Discover key retirement insights with Peter Newman in Part 1 of 3 on The EsOp Podcast.
Peter Newman, CFA®
May 25, 20233 min read
Secure Your Future with Extended Care Insurance
Extended-care coverage is an important consideration for individuals who want to cover the costs associated with long-term care services.
Peter Newman, CFA®
May 18, 20234 min read
Refine Your Insurance Strategy as an Empty Nester
Navigating insurances is essential to safeguard your financial well-being, ensuring access to healthcare, and fulfilling your legacy goals.
Peter Newman, CFA®
Apr 20, 20234 min read
Insurance Review: New Child, New Driver, or New Home
Raising children can increase your insurance needs and heightens the urgency for being prepared.
Peter Newman, CFA®
Apr 6, 20233 min read
Using Insurance to Transfer Risk
The uncertainties of life are wide ranging, and many of them can threaten the financial security of you and your family.
Peter Newman, CFA®
Mar 29, 20234 min read
Protecting Your Cash and Investments in a Banking Crisis
Understand FDIC insurance and Treasury-only money market or bond fund options to help safeguard investments when a banking crisis threatens.
Peter Newman, CFA®
Feb 16, 20233 min read
Choices For 401k at Former Employer
Remember, don’t feel rushed into making a decision. You have time to consider your choices and may want to seek professional guidance.
Peter Newman, CFA®
Feb 9, 20234 min read
SECURE 2.0 Reforms May Impact Your Retirement Plans
Each of your retirement assets play a specific role in your overall strategy, so it’s important to look at how your accounts work together.
Peter Newman, CFA®
Jan 1, 20234 min read
Plug the Leaks in Your Expenses
In the spirit of National Mentoring Month, I created 4 guides to help your financial wellness. Begin by plugging the leaks in your expenses.
Peter Newman, CFA®
Dec 15, 20223 min read
4 Questions to Ask Before Buying a Vacation Home
Have you ever dreamt of calling your favorite travel destination home? Before you purchase a vacation home, consider these 4 points.
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