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Retirement

9 Facts About Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
Conquering Retirement Challenges for Women
Women on the Rise
Choosing a Retirement Plan that Fits Your Business

Investment

The Anatomy of an Index
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
How Stocks Work

Estate

Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist
A Brief History of Estate Taxes
How to Talk to Your Kids About Inheritance
Protecting Your Assets in Divorce

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
Buying vs. Leasing a Car
How Big is Money?
Personal Finance Calendar
The Psychology of Money: Why People Make Emotional Decisions

Lifestyle

Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
Do Your Kids Know The Value of a Silver Spoon?

Contact

Office: 815.534.9524

5404 West Elm Street

Suite J

McHenry, IL 60050

brian@forwardwealthgroup.com

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