SIS Financial Group

07/20/2026

🐾 Marshall Monday 🐾

Marshall is making his rounds with an important reminder...

Don't forget to register for Marshall's Mom's upcoming retirement planning seminar at the offices in Hoffman Estates! If you've been thinking about your retirement, taxes, IRA strategies, or planning for the future, now is the perfect time to reserve your seat.

📅 Register here:
July 23 Seminar:
https://www.facebook.com/events/2146066429297619

Marshall says, "I'll be cheering you on while Mom helps you plan for a more confident retirement!"

07/18/2026

Join Cynthia Pruemm for an informative IRA Planning Workshop designed to help you make the most of your retirement savings. Learn valuable tax saving strategies, understand your IRA rollover options, navigate required minimum distribution (RMD) rules, and gain insights into key retirement planning concepts.

Whether you are approaching retirement or already retired, this workshop will provide practical information to help you make more informed financial decisions and potentially keep more of your hard earned money.

Snacks and refreshments will be served.
Register at: https://sisfg.com/events_workshops/
Have questions? Give us a call at 847-600-9996.

07/17/2026

☀️ Summer is a great time to create memories, recharge, and enjoy the moments that matter most.

While you're making plans for today, don't forget to keep your future in mind, too. A little balance between enjoying the present and planning ahead can go a long way.

Whether your summer includes travel, time with family, or simply relaxing in the sunshine, we hope you make the most of every moment.

🌴 What's one thing you're looking forward to this summer?

07/16/2026

Thinking about moving closer to the grandkids in retirement?

Before you pack your bags, consider the financial and lifestyle factors discussed in this Kiplinger article.

https://www.kiplinger.com/retirement/why-you-may-not-want-to-move-near-the-grandkids-in-retirement

Thinking of moving near the grandchildren in retirement? Before you pack up your bags, you may want to think again.

07/15/2026

Survivor benefit planning should begin while both spouses are still living.

Learn how timing and claiming decisions may affect future Social Security income in the latest SIS Financial Group blog:

https://sisfg.com/survivor-planning/

07/14/2026

Congratulations to Cynthia Pruemm on another national media feature! 🎉

Long-term care planning is one of the most important conversations you can have when preparing for retirement. Cynthia recently shared her insights with MarketWatch on evaluating long-term care insurance costs, when it may make sense to self-fund, and how to make informed decisions based on your unique financial situation.

Read the full article here:
https://www.marketwatch.com/picks/thats-a-big-chunk-were-61-and-got-quoted-9k-a-year-for-long-term-care-insurance-that-feels-way-too-high-and-we-have-savings-whats-our-move-1c00c512

How can they save on long-term care insurance?

07/10/2026

☀️ Summer is all about making memories.

Whether you're planning a vacation, enjoying evenings on the patio, taking a road trip, or simply soaking up the sunshine, there's something special about this time of year.

What's at the top of your summer bucket list?

🌴 We'd love to hear what you're looking forward to most!

07/09/2026

Older workers continue to face longer job searches despite a resilient labor market.

The latest AARP jobs report highlights key employment trends and what they could mean if you're considering working longer or returning to the workforce.

https://www.aarp.org/work/job-search/may-2026-jobs-report-older-workers.html

The June numbers show employers are still shy about hiring

07/07/2026

Buying a home is one of the biggest financial decisions you'll make. While the purchase price gets most of the attention, property taxes are an important part of your long term financial picture.

Here are a few things to keep in mind:

🏡 Property taxes are an ongoing expense. They help fund schools, roads, emergency services, parks, and other local services.

📍 Location matters. Similar homes can have very different property tax bills depending on where they're located.

📈 Taxes can change. Reassessments, home values, and local budgets may impact what you pay in the future.

💳 They're often included in your mortgage payment. Many homeowners pay property taxes through an escrow account.

💡 Think beyond the purchase price. Understanding the total cost of homeownership can help you make more informed financial decisions.

At SIS Financial Group, we believe financial planning is about seeing the complete picture, so you can make confident decisions today and prepare for tomorrow.