Objective information about retirement, financial planning and investments



  1. Mariah Cornwalis says

    Thanks for the options SEP-IRA, a Solo 401(k), a SIMPLE, or even a pension plan for self employed individuals. As I’m a freelancer and a Forex trader at Corner Trader, it definitely suits me. However, I prefer to handle my own funds. So, I’m creating a corpus currently which I’m reinvesting in different stocks and assets having different risk potential. This way I’m able to increase my corpus in a balanced manner. Till now, for the last 5 years it is doing great.


  1. […] via Eight Financial To Do Items for the Rest of 2014 | The Chicago Financial Planner. […]

  2. […] a recent post Eight Financial To Do Items for the Rest of 2014, I outlined several items for your financial to do list for the rest of 2014.  One of those items […]

  3. […] taking between now and the end of the year. Frankly I wrote a similar piece at this time last year Eight Financial To Do Items for the Rest of 2014 and I would encourage you to check this piece out as these eight items are just as applicable in […]

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