Purpose Financial Planning
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Purpose Financial Planning

8745 W. Higgins Road #110
Chicago, IL 60631

Phone:

  • 847-370-5017
  • E-mail address: dkaibel@purposefinancialplanning.com
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    Purpose coordinates your resources to fit your needs!

    Purpose designs the right plan for you so that you can get the most out of your resources so you can get the most out of your life. We believe so much in the planning process that we want to make it easy for you to get started. Feel free to click below to have free access to some of our financial planning software.

    Planning software

    It can be exciting to plan your future!

    As you move toward your financial goals you will encounter a degree of uncertainty as you take ‘measured risk’. While the perception of this risk can change through new knowledge and time, it’s important to know where you stand today. Begin the process of knowing your risk preference by clicking here.

    Risk Analysis

    It would be great to get to know you and find out how you’d like your future to look!

    If you’d like a free consultation on how your resources can work better for you, please click here and schedule a time to talk.



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    Social Security: When Should You Claim Retirement Benefits?

    The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.

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    Newsletters

    • Survivor Benefits Provide a Financial Lifeline

      Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.

    • Keeping Cool: Investment Strategy vs. Reaction

      This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

    • Money Market Funds in a Low Rate Environment

      Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

    • HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings

      A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.

    More Newsletters »

    Calculators

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • Roth IRA Conversion

      This calculator can help you determine whether you should consider converting to a Roth IRA.

    • Taxable Equivalent Yield

      Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

    • LTCI Cost of Waiting

      Estimate the potential cost of waiting to purchase a long-term care insurance policy.

    More Calculators »

    Market Watch

    Last Closing Prices

    Latest Available Stock Quotes
    Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
    Nasdaq 100 13,490.19 +0.05%
    NYSE Composite 14,867.37 -0.45%
    AMEX Composite 2,421.16 -2.85%
    PHLX Semiconductor Index 1,354.81 -0.47%
    OSX Oil Service Sector Index 95.32 -1.45%
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    Market data delayed per exchange rules.
    All quotes are in US Eastern Time (EST).
    Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

    Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

    Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

    Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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