The Dala Group

07/20/2026

The Dala Group was named Best of BusinessRate 2026, earning the #1 ranking among financial planners in Hoffman Estates for the second consecutive year, based entirely on client feedback shared through Google reviews over time.

To every client who has trusted us with such an important part of your life, thank you. This recognition is especially meaningful because it reflects your confidence in our team, and we're grateful for the opportunity to serve you.

https://thedalagroup.com/media/best-of-businessrate-2026

07/17/2026

Losing a spouse brings enough difficult decisions without unexpected tax surprises. If you're considering selling your home, understanding the capital gains exclusion and step-up in basis rules could make a significant difference. These tax provisions may help reduce (or even eliminate) the taxes owed on the sale of your home.

Read the blog article here: https://thedalagroup.com/blog/selling-a-home-after-losing-a-spouse

07/15/2026

Happy 2-year work anniversary, Jen!

Over the past two years, Jen has become an integral part of The Dala Group. As our Executive Assistant, and now also our Marketing Coordinator, she brings organization, creativity, and a thoughtful attention to detail that helps keep our team running smoothly while sharing our mission with the clients and community we serve. Whether she's supporting day-to-day operations, coordinating events, or helping tell our firm's story, her dedication and positive attitude make a meaningful impact every day. We are incredibly grateful to have her on our team.

To celebrate, we're making a donation to charity: water, an organization that brings clean and safe drinking water to communities around the world. It's a cause that reflects Jen's heart for serving others, and we're honored to support their mission in celebration of this milestone. Here's to you, Jen, and to many more years ahead!

07/14/2026

We ask clients to share tax returns so we can see the full picture. From deductions to giving strategies, a return can highlight opportunities to strengthen a financial plan. The numbers on the page tell a bigger story than most people realize.

http://www.thedalagroup.com/blog/top-tax-planning-strategies-for-after-you-file

07/10/2026

📚 Whether you're a teacher or you know one, retirement planning goes beyond the pension. Knowing the options and planning ahead creates peace of mind for the future.

https://thedalagroup.com/blog/retirement-for-teachers

07/09/2026

Retirement planning doesn't have to be complicated.

On our YouTube channel, Mike Heatwole, CFP® AWMA®, breaks down money topics into simple steps:

✅ Smarter saving and investing
✅ Protecting what you've built
✅ Planning for family and future

📺 Watch and subscribe:

Hi, I’m Mike Heatwole 👋, a Certified Financial Planner™ and the Founder and CEO of The Dala Group. At The Dala Group, we specialize in helping retirees and pre-retirees navigate the complexities of wealth management, retirement planning, and legacy building. From understanding Social Security...

07/07/2026

🌼 Gardening can be relaxing and rewarding.

Sun-loving plants are vibrant, low-maintenance, and perfect for both beginners and experienced gardeners. Plant, water, and enjoy months of color.

https://thedalagroup.com/blog/5-sun-loving-plants-perfect-for-your-garden

07/03/2026

As we celebrate America's 250th birthday, we wish you and your loved ones a safe, relaxing, and happy Fourth of July weekend!

Please note that our office will be closed July 3rd in observance of the holiday. We look forward to serving you when we reopen after the holiday weekend.

07/02/2026

Many people don't realize they could benefit from a financial planner until their financial decisions start becoming more connected. If you're approaching retirement, managing multiple accounts, or wondering how taxes, investments, and income fit together, this article explores a few signs that it may be time for a more coordinated financial strategy.

Read the full article here: https://thedalagroup.com/blog/4-signs

07/02/2026

💡 Retirement Pro Tip: If you've recently filed for Social Security, hold off on submitting Form W-4V until you receive your first benefit verification letter so Social Security can properly match it to your application. This simple step can help prevent delays.

Watch Here:

💡 Pro Tip Alert! If you've recently filed for Social Security benef...