Patrick Doland, a Northbrook financial advisor was a guest on The Money Show on 720 WGN Radio in Chicago. Hosted by Bill Moller, the Saturday afternoon show focuses on personal finance.
Mark J. Gilbert, CPA/PFS, MBA and principal with Reason Financial Advisors, Inc. was quoted in an article titled "Loan Fiasco Leads to Money Fund Concerns" published on December 17, 2007, in Investment News.
He advised owners to "structure the business to facilitate the goal. Four or five years away from the exit event, you (business owners) should be thinking about what you want your future to look like beyond the business."
You may not be one to rock the boat. But when it comes to investing, sometimes an unexpected wave can rock you. So when you see that you have been cruising along, riding an investment up 300 percent for five years, it may pay to pull back.
Keep in mind that there's no one-size fits-all solution for a special-needs situation. You will need the coordinated expertise of health professionals, a fee-only financial planner, estate-planning attorney, accountant or tax preparer, and possibly an insurance agent.
No retirement benefits at work? No problem. Here are some fairly painless ways young workers can build a nest egg.
Patrick Doland, president of Reason Financial Advisors, Inc. in Northbrook participates in a free call-in program sponsored by the Daily Herald and the Financial Planning Association of Illinois.
What should you do with your income tax refund? When CBS Channel 2 wanted advice for a segment that aired on their 10 pm news on April 15, they went to Patrick Doland, a Northbrook based Certified Financial Planner practitioner. Watch the clip online. (Quicktime | Windows Media | RealVideo)