David Salas, Financial Services Professional, Lakeshore Financial Group

09/05/2024

What a great way to support a fantastic cause with the Shield 23 Foundation and their annual Golf Outing - For The Love of Family & Brotherhood.

Congratulations to all the raffle winners. Hope to see you all again next year!

09/05/2024

Better late than never! Great weekend supporting Schiller Park Local 5230 for their second annual Car Show.

Thanks to Katrina Salas Photography for the great images.

07/04/2024

Happy Independence Day!

01/31/2024

Definitely important to be aware of these pitfalls, but I think it's most important to have a long-term strategy in place to proactively address periods of market volatility. If you need help with your strategy, let's talk.

Managing risk, diversifying and taking emotions out of your decisions can help protect your portfolio and help you sleep better at night.

01/24/2024

"Inflation, rising rates and market gyrations can actually make this a good time to clarify your vision for the future and ensure your portfolio matches those goals and protects against risk." I couldn't agree more!

Inflation, rising rates and market gyrations can actually make this a good time to clarify your vision for the future and ensure your portfolio matches those goals and protects against risk.

01/17/2024

I see a lot of articles focusing on the risk of outliving your savings. It's important to be aware of that risk, but more important to have a financial plan in place that reflects your goals. Once you have a plan, THEN you should look at solutions. If you need help building your financial plan, I can help.

Baby boomers are using up their retirement savings too quickly –either because they're underestimating how much they need or are living longer than they'd guessed they would. New research from the Center for Retirement Research at Boston College found that … Continue reading → The post Boomers...

01/10/2024

Great starting questions to ask yourself before you meet with an advisor. If you're ready to build a financial plan for yourself, let's talk.

To effectively help you with your retirement strategy, a retirement professional must get a clear picture of what you have and what you need.

01/03/2024

Understanding financial risk and, maybe more importantly, your tolerance for it is a good first step in creating a long-term financial plan. If you want to discuss risk exposure or any concerns you have about risk in your investment portfolio, let's talk.

Now is a great time to reassess both the risk within your portfolio and your ability to deal with it. Managing financial risk can increase your odds of success.

12/27/2023

Great illustration of the concept of "sequence of returns" risk - now what do you do about it? If you want to talk about safeguarding your portfolio, let's talk.

Adjusting your portfolio to minimize the sequence of returns risk could help your money last well into retirement and beyond.

11/23/2023

May your Thanksgiving be filled with gratitude, joy, and precious moments with loved ones. 🦃✨

07/19/2023

Put peace of mind at the center of your strategy. Learn how life insurance with living benefits can protect you and your loved ones.

Important disclosure: Living Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.

07/14/2023

Don’t worry! You have tools to bridge your retirement income gap.