MPS LORIA Financial Planners LLC.

MPS LORIA Financial Planners LLC. Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from MPS LORIA Financial Planners LLC., Financial planner, 7500 S County Line Road, Burr Ridge, IL.

MPS LORIA is committed to helping families and business owners grow, manage & protect their wealth.

📈 Registered Investment Advisory Firm (RIA)
🔹 CEFEX Certified
🎓 Educational Content Only - Not Investment Advice
🔗: https://linktr.ee/mpsloria

06/19/2026

🎬 Young Investor Mistakes — Episode 8: Investing Money You Need in the Near Future

One of the most common investing mistakes is putting short-term money into long-term investments.

🔹 Why this can be risky:
• Markets can be unpredictable in the short term
• You may be forced to sell investments during a downturn
• Short-term goals often require stability and liquidity, not volatility

🔹 Examples of short-term goals:
• Emergency funds
• Home down payments
• Upcoming tuition payments
• Major purchases within the next few years

💡 Key takeaway: Not all money should be invested the same way. Funds needed in the near future often require a different strategy than money earmarked for long-term goals. Matching your investments to your timeline is an important part of financial planning.

For personalized guidance, consider speaking with a licensed financial professional. Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

Meet Carol, one of our Staff Accountants at MPS LORIA.📌 Nothing on this advertisement is an offer or solicitation to buy...
06/17/2026

Meet Carol, one of our Staff Accountants at MPS LORIA.

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

06/12/2026

🎓 The College Debt Trap

Higher education can be an investment in your future — but it’s important to understand the long-term financial impact of borrowing.

🔹 What can create the debt trap?
• Borrowing without understanding repayment obligations
• Taking on more debt than future income may reasonably support
• Accruing interest over many years
• Delaying financial goals such as homeownership, investing, or retirement savings

🔹 Questions to consider:
• What is the total cost of attendance?
• How much will need to be borrowed?
• What are the expected monthly payments after graduation?
• Are there lower-cost alternatives available?

💡 Key takeaway: The goal isn’t to avoid education — it’s to make informed decisions. Understanding the long-term cost of student loans before signing can help prevent financial stress later.

For personalized guidance, consider speaking with a licensed financial professional. Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

Before cash, cards, or crypto… there were shells 🐚Some of the earliest known forms of currency were shells, used thousan...
06/10/2026

Before cash, cards, or crypto… there were shells 🐚

Some of the earliest known forms of currency were shells, used thousands of years ago across parts of Africa, Asia, and the Pacific. Certain shells were durable, hard to find, easy to recognize, and widely accepted, key traits of any form of money.

They were used to trade goods, pay debts, and store value long before modern financial systems existed. Over time, societies moved from shells to metals, paper money, and eventually digital currency, but the core idea stayed the same: money works because people agree it has value.

A reminder that money is always evolving 💡

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

Turning 65 soon? You’re not alone in feeling overwhelmed, and that’s exactly why we’re here. Medicare comes with a lot o...
06/08/2026

Turning 65 soon? You’re not alone in feeling overwhelmed, and that’s exactly why we’re here.

Medicare comes with a lot of moving wheels: Parts A, B, C, and D, enrollment windows, employer coverage rules, and decisions that can have real financial consequences if you get them wrong. When do you enroll? What if you’re still working? What happens if you miss a deadline? These are real questions, and the answers aren’t always straightforward.

That’s why our Benefits Advisory Team at MPS LORIA Financial offers a complimentary Medicare Information Discussion designed to walk you through everything you need to know, from the basics of Medicare all the way to how to evaluate and select the coverage that truly fits your life and your budget.

And just so we’re clear, this is not a sales pitch. Our only goal is to make sure you feel informed and confident going into one of the most important coverage decisions of your life.

📞 (630)-887-4404
📧 [email protected]

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

06/05/2026

📊 Planning vs. Saving: What’s the Difference?

Saving money is important — but saving alone isn’t the same as having a plan.

🔹 Saving
• Setting money aside for future needs
• Building emergency reserves
• Creating financial flexibility
• Establishing healthy financial habits

🔹 Planning
• Defining specific financial goals
• Creating a strategy to achieve them
• Accounting for taxes, inflation, and risk
• Monitoring progress and making adjustments over time

💡 Key takeaway: Saving is a tool. Planning is the roadmap. While saving helps build resources, a financial plan helps ensure those resources are aligned with your long-term goals and priorities.

For personalized guidance, consider speaking with a licensed financial professional. Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

Why interest rates matter to you 👀Interest rates don’t just move markets — they show up in everyday life. When rates cha...
06/03/2026

Why interest rates matter to you 👀

Interest rates don’t just move markets — they show up in everyday life. When rates change, the effects can hit your wallet sooner than you might expect.

⬆️ Higher rates can mean:
• More expensive mortgages, car loans, and credit cards
• Slower business spending and hiring
• A potential cooling of inflation over time

⬇️ Lower rates can mean:
• Cheaper borrowing and easier access to credit
• Increased spending and economic activity
• Possible inflation pressures down the road

Because interest rates influence inflation, employment, and growth, they help shape the financial environment we all live in.

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

Say hello to our Benefits Advisory Team, formally launching to serve you with dedicated, expert guidance on all things b...
06/01/2026

Say hello to our Benefits Advisory Team, formally launching to serve you with dedicated, expert guidance on all things benefits.

Not sure if your current plan is actually the best fit for you? Switching jobs and trying to compare packages? Or maybe you just want a fresh set of eyes from someone who knows what to look for? That’s exactly what we’re here for.

Benefits are one of the most underutilized parts of your financial picture, and we want to change that. Our team will sit down with you, walk through everything, and make sure you’re truly getting the most out of what’s available to you.

📞 (630)-887-4404
📧 [email protected]

📌 Nothing on this advertisement is an offer or solicitation to buy or sell any security. Although the advertisement may include investment-related information, nothing in this material is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Nothing in this report is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.

This is our only page.
05/31/2026

This is our only page.

05/29/2026

👥 Comparing Yourself to Friends & Family

It’s easy to look at someone else’s home, career, lifestyle, or financial progress and feel like you’re behind — but comparison rarely tells the full story.

🔹 What you don’t always see:
• Their debt or financial obligations
• Their family support or income situation
• Their risk tolerance
• Their long-term goals
• The sacrifices behind their choices

🔹 Why it matters:
• Everyone’s financial timeline is different
• Your goals may not look like someone else’s
• Decisions based on comparison can lead to unnecessary pressure or overspending

💡 Key takeaway: Financial progress is personal. The goal isn’t to keep up with someone else — it’s to build a plan that supports your life, your values, and your future.

For personalized guidance, consider speaking with a licensed financial professional. Follow MPS LORIA for more financial education, or contact us directly to speak with a licensed professional financial advisor.

📌 Nothing in this material is an offer or solicitation to buy or sell any security. Although this content may include financial-related information, nothing here is a recommendation that you purchase, sell, or hold any security or investment, or that you pursue any investment strategy. This information should not be considered investment, insurance, accounting, tax, or legal advice.

Address

7500 S County Line Road
Burr Ridge, IL
60527

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 1:30pm

Telephone

+16308874404

Website

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