Chicago Oakbrook Financial Group

02/18/2025

Thank you to our Wine Glass Sponsor - ITG Transportation, Best in Shoe Sponsor - CB Cares (Coldwell Banker Real Estate Group), Shopping Bag Sponsor - Chicago Oakbrook Financial Group, and Paparazzi Photo Backdrop Sponsor - Midwest Orthopaedics at RUSH for sponsoring this year's Wine Women & Shoes event! Your support not only helps make this event fabulous but also supports families facing homelessness.

Proceeds from this event benefit the 100+ families facing homelessness served annually by Bridge Communities. An irresistible blend of fashion and compassion, and time spent with your girlfriends, it is surely a can't miss event!

Get Tickets & Learn More: https://bit.ly/3WzwIeN

01/03/2025

This we are especially grateful for Chicago Oakbrook Financial Group! With their generous donation, we are able to provide 15,000+ meals to our communities that will be full of healthy and nutritious foods.

12/27/2024

Donating to a good cause can feel amazing—but what if your generosity could also help you save on taxes? From gifting appreciated stocks to using donor-advised funds, discover four smarter ways to support charities while keeping more money in your pocket: https://bit.ly/4gRBbkF

These charitable-giving strategies may give you a bigger tax break than writing a check.

12/22/2024

11/22/2024

Have you ever considered what happens to your online accounts after you're gone? A digital estate plan ensures your loved ones can access your online assets, from social media profiles to cryptocurrency wallets. Learn how to create a comprehensive strategy: https://bit.ly/4fQMRn6

So much of our lives is spent online, we need a digital estate plan to cover our virtual assets, from bank accounts to crypto currency.

11/19/2024

Ready to supercharge your financial strategy before the year ends? From maximizing retirement contributions to strategic charitable giving, here are seven strategies ways to help optimize your finances in 2025: https://bit.ly/4hWMoC2

As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores.

11/08/2024

Procrastinating on estate planning? Insufficient estate planning carries serious risks. Read more about what key documents to have in place to protect your assets and wishes, and other aspects you should address to ensure you have a solid plan. https://bit.ly/4ff4cGq

Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind.

11/05/2024

Big news for retirement savers! The IRS announced that 2025 401(k) contribution limits will increase to $23,500, with enhanced catch-up contributions for those aged 60 to 63. Find out more about how these changes can boost your retirement plans: https://bit.ly/40x6yfn

2021 Pension Plan Limitations; 401k Contribution Limit Projected at $19,500 for 2021

10/28/2024

Inheriting money can be a complex emotional journey, often filled with unexpected stress. Navigating grief and financial decisions simultaneously requires careful consideration and time. Discover essential strategies to manage your inheritance wisely: https://bit.ly/4fcPVd3

10/15/2024

Congratulations to Chicago Oakbrook Financial Group Advisors—Dave Navarro, Brett Sherpan, Brendon Pierce, Jae Ha, John Ferrante, and Eric Otto (not pictured)—for earning the 2024 Five Star Wealth Manager award!

2012-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in October 2024 based on data gathered within 12 months preceding the issue date. 6273 advisors were considered, 400 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com