Pickwick Wealth Management

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Pickwick Wealth Management Our mission is to help provide the families and businesses we serve with innovative financial strategies.

You don’t need to panic yet about Social Security, but you should stay informed.
10/23/2026

You don’t need to panic yet about Social Security, but you should stay informed.

"If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdra...
10/21/2026

"If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.
Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at (847) 730-5597.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden...
10/19/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/15/2026

Learn about websites and apps that help older workers find jobs.

Giving back is personal, and the way you give can be part of your larger financial picture. Before year-end, take some t...
10/13/2026

Giving back is personal, and the way you give can be part of your larger financial picture. Before year-end, take some time to consider the organizations and causes that matter most to you and whether your charitable giving still aligns with your financial and legacy goals. To get in touch, visit our website today at www.pickwickwealth.com.

10/09/2026

Traveling can be fun at any age. You just need a little preparation.

10/07/2026

Here’s a look at the places in the U.S. that have the most senior citizens.

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to ...
10/05/2026

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to address, now is a good time to start the conversation with your financial and tax professionals. A year-end check-in can help you identify anything that may need attention before important deadlines arrive. Call our office at (847) 730-5597.

Join Christina Walasik, CFP® for a Retirement Masterclass designed to help you better understand some of the most import...
10/05/2026

Join Christina Walasik, CFP® for a Retirement Masterclass designed to help you better understand some of the most important decisions you’ll face as you prepare for and live in retirement.
In this two-part educational workshop, we’ll explore retirement income planning, Social Security, taxes in retirement, estate planning strategies and more.
📍 Oakton College | Des Plaines, IL
🕕 6:00 PM – 8:00 PM
Choose the two-night session that works for you:
📅 Wednesdays: October 7 & 14
OR
📅 Thursdays: October 8 & 15
The $29 registration includes both evenings of the masterclass and a comprehensive Retirement Masterclass Workbook to take home.
Ready to feel more informed about your retirement?
REGISTER FOR THE RETIREMENT MASTERCLASS
https://masterclass.mypathtoretirement.com/retirement-ready-masterclass-at-oakton-community-9222026-7217-7111
*This event is not sponsored, endorsed or affiliated with Oakton College.

Address

707 Lake Cook Road Ste 285
Deerfield, IL
60015

Telephone

+18477305597

Website

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