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...
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...
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...
Mandi Woodruff, a reporter with Yahoo Finance, recently interviewed Patrick L Doland for an article entitled “Here’s What the Social Security Administration’s New Service Strategy Means for You.”
When to apply for Social Security is an important decision and Doland provides his clients with a Social Security Benefits Optimization Report.
In the Spring, 2011 issue of INSIGHT, the magazine of the Illinois CPA Society, Mark J. Gilbert, CPA/PFS and principal of Reason Financial Advisors, Inc. contributed a column entitled "Fortune Hunting: A Look at the Unique Needs of 30-50 Year Olds Planning for Retirement.
Following Ms. Savage's presentation, over 25 area financial planners provided free one-on-one planning sessions with program attendees."This was the third year I participated in the event," said Patrick Doland, a fee only financial planner from the northern suburbs.
"Retirement income" according to Doland, "is becoming a major concern to retirees as they try to generate more income at a time when companies are suspending dividends, bank CDs and bonds are paying rates far below the average over the past decade, and equity valuations are down at levels we haven't seen in nearly 10 years."