Financial Checkpoints Managing Life’s Transitions

July 8, 2019 Blog
Things to think about: In your 20’s Fund a Roth IRA Develop a budget and follow it Enroll in your company’s 401(k) plan and contribute at least the minimum needed to qualify for the full employer match. Start an emergency fund with three to six months living expenses. Pay down your debt (e.g. credit cards,
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Weekly Economic Update January 14, 2019

January 16, 2019 Weekly Economic Updates
In this week’s recap: the CPI decreases, a service sector activity index takes a fall, oil’s rebound continues, and equities advance. WEEKLY QUOTE Sometimes when you innovate, you make mistakes. It is best to admit them quickly, and get on with improving your innovations. WEEKLY TIP Many people sign up for credit cards without looking
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Crosstown Classic Event September 21st

August 29, 2018 Events
Independence Capital Financial Partners, LLC is proud to announce our 5th annual Crosstown Classic FUNdraiser event to be held on Friday, September 21st at Miller’s Ale House in Lombard, Illinois. Pregame activities begin at 2:30pm with first pitch at 3:10pm. Registration for this event includes a variety of Miller’s famous appetizers made available throughout the
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Weekly Economic Update June 18, 2018

WEEKLY QUOTE “Where there is friendship, there is our natural soil.”       – Voltaire WEEKLY TIP When a lender permits a borrower to defer a college loan, the borrower may still have to pay interest on the remaining loan balance. The lender, not the borrower, will decide when the loan payments need to restart. WEEKLY RIDDLE It inhibits
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Retirement Insight June 2018

June 15, 2018 Retirement Insights
Retirement Newsletter June 2018 “A good life is a series of joyful meetings and joyful moments.”           – Francis Bacon TRAVEL TIP Remember liquid and gel limits before you leave the ground If you plan to carry liquids or gels onto a commercial flight, they need to be in 3 oz. or smaller containers
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Weekly Economic Update June 11, 2018

WEEKLY QUOTE “Reflect on your present blessings, of which every man has many; not on your past misfortunes, of which all men have some.”       – Charles Dickens WEEKLY TIP If you get an email asking for your personal or financial information from what appears to be the Internal Revenue Service, it is probably a scam. The
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Weekly Economic Update June 4, 2018

WEEKLY QUOTE “The mystery of life isn’t a problem to solve, but a reality to experience.”       – Frank Herbert WEEKLY TIP All business owners should work on a formal succession plan long before the endgame for their company begins. A solid succession plan addresses tax, legal, and financial issues central to business ownership transfer. WEEKLY RIDDLE You
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Weekly Economic Update May 28, 2018

WEEKLY QUOTE “Imagination and fiction make up more than three quarters of our real life.”       – Simone Weil WEEKLY TIP If your child is going to a faraway college this fall, this is the time to investigate housing options. Keep in mind that while off-campus rents may be cheaper than the rent for a dorm unit,
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Weekly Economic Update May 21, 2018

WEEKLY QUOTE “The heart has its reasons which reason knows nothing of.”       – Blaise Pascal WEEKLY TIP Yes, you could file for Social Security at 62, as soon as you are eligible. It might pay to wait, however. The size of your monthly payment will grow by about 8% for every year you hold off
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