Smart Wealth Strategies, Inc.

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.

Sector investing may present an opportunity — if you do your homework.
07/08/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Three steps may make a difference if you find yourself suddenly single.
07/05/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
07/01/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/28/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Being healthy may help your personal finances.
06/24/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Have you been hearing about “Trump Accounts” and wondering what it actually means?
06/23/2026

Have you been hearing about “Trump Accounts” and wondering what it actually means?

Join us on my WEBINAR: July 7, 2026 at 12:00 PM!

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/21/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Are you planning to work after taking Social Security benefits? Know the rules.
06/17/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
06/14/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/10/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

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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