Retirement Matters

Retirement Matters We specialize in designing customized, tax-efficient retirement income plans for AbbVie executives.

Fee-Only financial planning and investment management services, specifically for individuals in the Chicago suburbs nearing retirement. Retirement income and tax review/preparation services available for Wealth Management clients. We serve a limited number of families to ensure a high quality of service.

07/03/2026

If you plan to leave your business to multiple children, don't assume they'll "figure it out."

Without the right plan, a successful business can quickly become a source of family conflict.

The good news? There are proven strategies that can help:
✔️ Create a fair ownership structure
✔️ Protect the business from forced sales
✔️ Clarify roles and responsibilities
✔️ Keep your family—and your business—intact

The key is to plan while you still have the opportunity to make decisions.

🎥 Watch the full episode here:
https://www.youtube.com/watch?v=A6hek0Qj6pU

Would your heirs know exactly what to do with your business? Let me know in the comments.

07/01/2026

The biggest problems in estate planning often don't show up until you're gone.

When your wealth is tied up in a home, business, farmland, or other illiquid assets—and your wishes aren't clearly documented—it can leave your family with difficult decisions, unnecessary stress, and expensive legal battles.

The goal of an estate plan isn't just to transfer assets. It's to preserve relationships.

If you want to leave a legacy instead of a mess, this is a conversation worth having.

🎥 Watch the full episode—link in bio or here:
https://www.youtube.com/watch?v=A6hek0Qj6pU

Save this for later and share it with someone who needs to review their estate plan.

06/26/2026

📉 Think you can jump out of the market before it falls... and get back in before it rises?

The data says otherwise.

Missing just a handful of the stock market's best days can reduce your long-term wealth by 6x. The biggest up days often happen when fear is at its highest - which is why market timing is one of the biggest wealth destroyers for investors.

The investors who build lasting wealth aren't the ones who perfectly time the market - they're the ones who stay invested through the ups and downs.

Would you rather be right... or be wealthy? 👇

🎥 Watch the full episode here:
https://youtu.be/sNOgDL6x5cA

06/24/2026

💰 Ever notice that people with millions of dollars still complain when gas goes up 20 cents?

It seems strange... until you understand how wealthy people actually think about money.

It's usually not about the cost of filling up the tank—it's about habits, discipline, and paying attention to where money goes. The same mindset that helped build wealth often sticks around long after they no longer need to worry about the price of gas.

Do you think that's being smart... or just being cheap? 👇

🎥 Watch the full episode here:
https://youtu.be/sNOgDL6x5cA

06/19/2026

What if you didn't have to choose between growth or protection? 📈🛡️

One strategy discussed in this clip is splitting your S&P 500 allocation between a traditional index ETF and a buffered ETF. The goal? Potentially reduce portfolio volatility while still participating in much of the market's upside.

It's not about eliminating risk—it's about managing it in a way that fits your financial plan.

🎥 Watch the full episode here:
https://youtu.be/ZzKEyyJePx8

Would you consider giving up a portion of your upside in exchange for more downside protection? Let us know in the comments!

This video is for educational purposes only and is not personalized investment advice. Buffered ETFs have caps, limits, costs, and risks that investors should understand before investing.

06/18/2026

Would you choose an annuity or a buffered ETF? 🤔

In this clip, we discuss why one financial advisor prefers buffered ETFs over annuities in many situations—and why understanding the trade-offs matters more than chasing guarantees.

Every investment has pros and cons. The right choice depends on your goals, your timeline, your tax situation, and how much downside risk you're comfortable taking.

🎥 Watch the full conversation here:
https://www.youtube.com/watch?v=ZzKEyyJePx8

💬 Which would you rather own: a buffered ETF or an annuity? Let us know in the comments!

This content is for educational purposes only and should not be considered personalized financial advice.

06/12/2026

📉 Nearly 50% of people worry they'll run out of money before they die.

The surprising part? For many, it isn't because of bad luck, market crashes, or economic conditions.

It's because they never built a real retirement plan.

Retirement doesn't happen by accident. It requires intentional decisions about spending, saving, investing, taxes, and income. The earlier you create a plan, the more options you'll have later.

The good news? If you're still working, there's time to do something about it.

🎥 Watch the full episode here:
https://www.youtube.com/watch?v=3mt4u55QFEQ

What concerns you most about retirement?

06/10/2026

💰 Can higher taxes on wealthy Americans really solve the country's financial challenges?

Many people assume that taxing the wealthy more is the simple answer. But when you look at the size of government spending, national debt, and long-term obligations, the math may not be as straightforward as it seems.

In this clip, we discuss why sustainable solutions may require a broader conversation than simply raising taxes on high earners.

What do you think? Is taxing the wealthy the answer, or is the problem bigger than that?

🎥 Watch the full episode here:
https://www.youtube.com/watch?v=3mt4u55QFEQ

06/05/2026

Don't Wait Until April for Tax Questions

Most tax-saving opportunities happen before deadlines arrive. Waiting until the last minute can create unnecessary stress and may limit your options.

Watch the full episode:
https://www.youtube.com/watch?v=GXNL0ed2IpI

06/03/2026

Want Your Tax Return Done Faster? Do This First

Getting your tax return prepared efficiently starts with you. Learn the simple steps that can help your advisor complete your return accurately and on time.

Watch the full episode here:
https://www.youtube.com/watch?v=GXNL0ed2IpI

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