Smart Wealth Strategies, Inc.

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Smart Wealth Strategies, Inc. It's not how much you make. It’s how much money you keep.

College Professor and Educator particularly in Maximizing Social Security Benefits and Tax efficiency in retirement, SEC Investment Advisor, estate planning, and budgeting.

10/26/2026

Could you save on unexpected medical bills?

10/19/2026

New Medicare coverage updates for 2027.

Turning 65 soon? Helping a parent, spouse, or friend with Medicare?
10/12/2026

Turning 65 soon? Helping a parent, spouse, or friend with Medicare?

That's why I created a simple 3-Step Medicare Guide to help bring clarity to one of the most important decisions. The right guidance today can help prevent costly surprises tomorrow.

It isn't whether you should have auto insurance - it's what kind you should have.
10/07/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

10/05/2026

There is a short window where you could save money

Marriage changes everything, including your insurance needs. Here are some things to look out for.
10/05/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Do you really understand how your homeowners insurance works?
10/02/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
09/30/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Do you know the difference between a credit lock and a credit freeze?
09/28/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Thinking about a prepaid debit card? Consider the pros and cons.
09/25/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Address

125 S Wacker Drive, Ste 300
Chicago, IL
60606

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 2pm

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