I am a fee-only, fiduciary, Certified Financial Planner practitioner and I help people plan for their future, protect their nest egg, reduce their tax liability, and avoid challenges. Having worked as a financial planner since 2012, I have advised clients ranging from business owners, medical professionals, retirees, and high net worth individuals.
My specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement income. My wife is a nurse at Rush University Medical center. Over the years, I have learned how to maximize her employee benefits while understanding the unique challenges people in her profession face.
My specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement income. My wife is a nurse at Rush University Medical center. Over the years, I have learned how to maximize her employee benefits while understanding the unique challenges people in her profession face.
Services
Are you looking to develop a one-time Comprehensive Financial Plan for yourself or your family? This service covers all of the major financial planning topics and usually takes 8-12 weeks to complete, depending on client availability. After the development of the Comprehensive Financial Plan, many clients choose to retain our services for the implementation of every aspect of the plan, as well as for an ongoing support and revisions.
This service is designed for individuals looking for the combination of financial planning and investment management services. This is an ongoing service, which begins with a development of either a Comprehensive Financial Plan or a Comprehensive Retirement Plan, and continues with guidance through the implementation and portfolio management.
The $1.9 trillion bill called the American Rescue Plan Act of 2021 includes stimulus checks, child tax credits, jobless help, vaccine-distribution money, healthcare subsidies, and aid for struggling restaurants. What's not inside? A higher minimum wage. More stimulus checks are coming: $1,400 checks could be hitting bank accounts and mailboxes this month, going out to adults, children, and adult dependents such as college students and elders.
According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,139 for in-state students and $22,598 for out-of-state students. The average cost of a private university was much higher at $31,231.
Named after Section 529 of the Internal Revenue Code and created in 1996, there are two types of tax-advantaged college savings programs: pre-paid tuition plans and college savings plans.The attraction of 529 college savings programs is that both provide for investment earnings to grow on a tax-deferred basis.
Named after Section 529 of the Internal Revenue Code and created in 1996, there are two types of tax-advantaged college savings programs: pre-paid tuition plans and college savings plans.The attraction of 529 college savings programs is that both provide for investment earnings to grow on a tax-deferred basis.
Identity thieves often swipe your bank or credit card account numbers, birth date information or Social Security Number (SSN) to steal from your accounts, open a new and phony account or make illegal purchases. Some 15.4 million consumers were victims of identity theft or fraud last year, according to a new report from Javelin Strategy & Research.
Reviews (4)
Julie Wallbaum
Feb 25, 2021
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Chicago Barbell Compound
Feb 20, 2021
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We have been working with OTB for a few years and have never been in a better position to succeed in the years ahead. They helped us navigate positive growth before the pandemic as well as negative during. We are happy to say that currently we have more members than ever before and are more financially solvent than ever before and a lot of that is due to the guidance from the OTB team. Thank you for all the help!
Alin Cojocarescu
Jan 24, 2019
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I was looking for someone to help with my finances and I'm very happy for finding Ivan. I could honestly say that I have been saving thousands of dollars yearly since I switched and started working with Ivan. He was able to help me, my wife, and kids set up life insurance policies, ira accounts, kids college funds and help set up a balanced budget. Anytime that there is any fine print and it involves money (usually always does) I give Ivan a call to make sure I'm on the right track and that it makes sense for me and my family. I recommend getting in touch with this company to find out how much
Andrey Lomsky
Oct 17, 2017
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The company I work for was acquired and I needed a financial recommendation regarding my ESOP. I contacted Outside the Box Financial Planning and couldn't be more happier than i did. After providing all the required documents to Ivan, a call was set up for next day. On the call (Via Google Hangouts), Ivan presented a couple of options to me based on all the information I provided. He answered all the questions I had and emailed me the document presented on the call. I would highly recommend Outside The Box Financial Planning for any of your financial planning needs.
