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.
Northbrook CPA Financial Adviser Quoted in US News & World Report Article A Guide to Financial Advisor Fee Structures
Mark J. Gilbert, CPA/PFS a principal of Reason Financial Advisors, Inc. was interviewed by writer Joanne Cleaver for her February 18, 2014 US News & World Report article entitled A Guide to Financial Advisor Fee Structures. The writer sought to explain the sometimes confusing variety of ways in which “financial advisors” are paid by their clients.
Naperville CPA Financial Planner Advises CPAs About Retirement Planning for Early and Mid-Career Clients
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.
Pinch Me Resolve to Keep Your Money in Check; Here Are Some Tipsfrom Experts on Being Financially Correct in the
"We want to encourage people not to overreact to this economic turmoil and to sell off all of their investments and go to cash," said Patrick Doland, president of Reason Financial Advisors in Northbrook. "The average person just needs to ride this out and try to look for the rainbow at the end of this journey."
"Parents have to look at all sources and funding options and choose to withdraw from what's most advantageous," said Pat Doland, president of Reason Financial Advisors in Northbrook.
If you're behind in your mortgage payments, I'd suggest you speak with your current lender to try to identify an option that is agreeable to both of you. If your mortgage is current, I'd suggest you talk with a Realtor to determine how long it might take to sell and what you could expect to receive in this soft market. --Doland
DOLAND. The real question is whether most of the damage has been done or not. It's like trying to catch a falling knife. You're either very talented or extremely lucky when you try to time the market. You have to know the right time when to sell and the right time when to buy. Sometimes you just have to grin and bear it.