Derek Slater - Financial Advisor

https://www.linkedin.com/posts/lakeshore-financial-group_tax-now-or-tax-later-activity-7327721730427236354-Uplf?utm_source=share&utm_medium=member_ios&rcm=ACoAAALN2voBh0Wg6rtFGXh2H6_W6Oh_A1ty-i0

Tax Now or Tax Later? | Lakeshore Financial Group There are a lot of vehicles for investing, but not all of them are created equal when it comes to taxes. In this quick breakdown, Derek Slater explains the key differences between a Roth IRA and a Traditional IRA and how to tell which one might be more tax-efficient for you. Follow for more "Cl...

You invest your time and money into building your business; don't neglect building a succession strategy as well. A succession strategy can not only help ensure business continuation - it's the foundation of your own personal retirement strategy.

What’s My Business Worth? 9 Reasons Why Owners Should Get a Business Valuation An independent appraisal can be a starting point for long-term planning--or a needed reality check.

2019 S&P total returns were about 30%. What a year!?! 🚨 All gone. After today, the year-to-date is down almost 15%. You’re still up 15% right? You’re actually worse than when you started (see below.) You’re actually DOWN almost 3%. How’s that?

There’s a big difference between average returns and ACTUAL returns. Diversification and consistency have never been more important!

Check out our beautiful new cafe space at 300 S. Wacker! Newly remodeled lobby and cafe area with great views of the river. What a good place to talk about your financial future!