How much should a wealthy family set aside for taxes each year? The short answer is: enough to cover your expected tax liability without unnecessarily keeping large amounts of cash sitting on the sidelines. The longer answer is a little more complicated.

A $10 million portfolio should generate $400,000, $500,000, or even $600,000 a year, right? Well…maybe.

"If I move to Florida, do I avoid paying capital gains taxes?" The answer is both simpler and more complicated than most people expect.

Here is how $10M+ families—and the folks we work with right here in Chicago—keep Uncle Sam from crashing their retirement party.

If you’re looking for a financial planner in Chicago, one of the first questions you’ll likely face is whether you need a one-time financial plan or an ongoing financial planning relationship.

Thinking about getting into the market but nervous that we are due for a pull back or crash? Let me say it to you plainly…we are. Here is...

“I can’t get no satisfaction, but I try” Mick Jagger immortalized these words in the Rolling Stones’ hit “Satisfaction”. Or if the...

Recently I had breakfast with a friend. The conversation turned to 401ks. He told me that he had a 401k but didn’t know what to do with...