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.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
09/02/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Some simple, inexpensive energy-saving tips that may help you save money.
08/31/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Social Security: Retirement's main source of income or monthly bonus? You decide.
08/28/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

The savings rate is the government’s estimate of how much U.S. households are saving.
08/26/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Learn more about whether you need to pay estimated taxes.
08/24/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

There are benefits and limitations when using a living trust.
08/21/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/19/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
08/17/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

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.

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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