Broker Check
When your Name is on it, your Heart is in it What we offer our clients What is the #1 Concern about Retirement? Events on Wall Street
Quoted or Featured in:
Platania Financial Quotes, Certified Financial Planner in Arlington Heights, Investment advisor in Arlington Heights, Investments in Arlington Heights
Platania Video, Certified Financial Planner in Arlington Heights, Investment advisor in Arlington Heights, Investments in Arlington Heights
Guest Appearances on:
Platania Financial Guest Appearances, Certified Financial Planner in Arlington Heights, Investment advisor in Arlington Heights, Investments in Arlington Heights
Download Our App, Certified Financial Planner in Arlington Heights, Investment advisor in Arlington Heights, Investments in Arlington Heights

Download Our Free App

phone, Certified Financial Planner in Arlington Heights, Investment advisor in Arlington Heights, Investments in Arlington Heightsphone, Certified Financial Planner in Arlington Heights, Investment advisor in Arlington Heights, Investments in Arlington Heights

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from us.

button, Certified Financial Planner in Arlington Heights, Investment advisor in Arlington Heights, Investments in Arlington Heightsbutton, Certified Financial Planner in Arlington Heights, Investment advisor in Arlington Heights, Investments in Arlington Heights

Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow