When your Name is on it, your Heart is in it What we offer our clients Events on Wall Street What is the #1 Concern about Retirement?
Quoted or Featured in:
Platania Financial Quotes
Platania Video
Guest Appearances on:
Platania Financial Guest Appearances
Download Our App
Download Our Free App
iphoneandroid

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

iphone downloadandroid download
 

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

How Income Taxes Work

A quick look at how federal income taxes work.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

9 Facts About Social Security

There are things about Social Security that might surprise you.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow