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A Focus Beyond Investing. Whether you are seeking to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much to you, we are well positioned with advice and solutions that look beyond investing. Our priority is helping clients meet all of their goals—no matter what the environment. Send Us An Email. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. Social Security: By the Numbers.

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Home | Michael A. Porrey | guidetofinancialindependence.com Reviews

https://guidetofinancialindependence.com

A Focus Beyond Investing. Whether you are seeking to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much to you, we are well positioned with advice and solutions that look beyond investing. Our priority is helping clients meet all of their goals—no matter what the environment. Send Us An Email. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. Social Security: By the Numbers.

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guidetofinancialindependence.com

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Insurance | Michael A. Porrey

http://www.guidetofinancialindependence.com/resource-center/insurance

123 N Wacker Dr. Suite 2300. Chicago, IL 60606. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Protecting Those Who Matter Most. Can Group, Private Disability Policies Work Together? This ...

2

Tax | Michael A. Porrey

http://www.guidetofinancialindependence.com/resource-center/tax

123 N Wacker Dr. Suite 2300. Chicago, IL 60606. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Making Your Tax Bracket Work. Use this calculato...

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All Presentations | Michael A. Porrey

http://www.guidetofinancialindependence.com/resource-center/presentations

123 N Wacker Dr. Suite 2300. Chicago, IL 60606. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. There are a number of ways to withdraw money from a qualified retirement plan. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement. An Inside Look at Retirement Living. A number of questions and concerns need to be addressed to help you better prepare for retirement living. 5 Smart Investing Principles.

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Estate | Michael A. Porrey

http://www.guidetofinancialindependence.com/resource-center/estate

123 N Wacker Dr. Suite 2300. Chicago, IL 60606. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Do You Need a Will? When do you need a will? The answer is easy: Right Now.

5

Lifestyle | Michael A. Porrey

http://www.guidetofinancialindependence.com/resource-center/lifestyle

123 N Wacker Dr. Suite 2300. Chicago, IL 60606. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Making the most of surprises is a great reason to work with us. Using smart management to get more of what you want and free up assets to invest. Buying vs. Leasing a Car.

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Home | Michael A. Porrey

A Focus Beyond Investing. Whether you are seeking to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much to you, we are well positioned with advice and solutions that look beyond investing. Our priority is helping clients meet all of their goals—no matter what the environment. Send Us An Email. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. Social Security: By the Numbers.

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