Patrick Doland Participates in Morningstar Panel

26

Oct 2015

Patrick Doland Participates in Morningstar Panel

On October 8, 2015, Patrick Doland (pictured far right) participated in a Morningstar panel as part of their Client Appreciation Week celebration called 27/24/7. Doland was selected as one of two financial advisors to serve on the panel and he has been using Morningstar products since 1998. The program was held in the auditorium of Morningstar’s Chicago headquarters, and in addition to the several hundred...

Read More


26

Oct 2015

Virtual Planning

At Reason Financial Advisors, we understand that your time is one of your most precious resources. So, to use your time more productively, you can conduct your business with us using the latest Internet technology. Talk with us on your smartphone, tablet, laptop or other device to create or update your personalized financial plan and to manage your investments. Our high definition video conferencing affords...

Read More


26

Oct 2015

Retirement Planning

Have you thought about where you’ll get your income when you retire? Sure, you’ll have social security and perhaps a pension. But will that be enough retirement income to support you when you no longer get a regular paycheck? Will you have enough in reserve to meet unexpected or unplanned emergencies? Will you need to supplement your income with part-time employment? What will happen to...

Read More


19

Oct 2015

DuPage County

Reason Financial Advisors’ Naperville office is conveniently located just off Interstate 88, which serves rapidly growing DuPage County on the western edge of metropolitan Chicago. Along this route, in the Illinois Technology and Research Corridor, is an impressive assembly of headquarters and regional centers for Fortune 1000 companies, scientific and high-tech research facilities, office and industrial parks, and almost 20 institutions of higher education. Among...

Read More


19

Oct 2015

North Shore

Reason Financial Advisors is located in the heart of the North Shore, home to Chicago area’s most prestigious communities and leading businesses. The area reaches from north Cook County through booming Lake County. Some of the world’s most prominent pharmaceutical and healthcare companies are located here, including AbbVie, Abbott Laboratories, Astellas Pharma U.S., Baxter International, Daito Pharmaceuticals America, Marathon Pharmaceuticals, Novartis Pharmaceuticals, Ovation Pharmaceuticals and...

Read More


24

Jun 2014

June 30 Tax Deadline for Foreign Accounts

For taxpayers who have more than $10,000 at any time during the year on deposit in a foreign bank, remember to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts by June 30, 2014.