Client Newsletter

Client Newsletter 1Q14

Spring is here!  Spring has arrived and not a moment too soon.

In Chicago, we finished what turned out to be our coldest winter since records began in 1972. Of course, it is also time for spring cleaning, and yes that includes your financial life. Our First Quarter 2014 Newsletter is now available online at the link below. Inside you will find information on services that can help organize your financial affairs, including:

  • Happiness for Sale – How recent research shows that money can buy happiness, it just depends on how you spend it
  • Should You Name Your Trust as an IRA Beneficiary? Certified Financial Planner Sean Condon reviews the advantages and disadvantages
  • Windgate Events & Meet Our Team
  • Quotes on Money, Work & Humor

For more information, read our quarterly newsletter.

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