Purpose Financial Planning
8745 W. Higgins Road #110
Chicago,
IL
60631
Phone:
- 847-370-5017
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 softwareIt 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 AnalysisIt 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.
Newsletters
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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HOT TOPIC: Too Much Oil with Nowhere to Go
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 28,195.42 | -1.44% |
| Dow Jones Transportation | 11,708.09 | -1.08% |
| Dow Jones Utilities | 877.60 | -0.78% |
| Nasdaq 100 | 11,634.35 | -1.84% |
| NYSE Composite | 13,018.51 | -1.15% |
| AMEX Composite | 1,993.28 | -0.94% |
| PHLX Semiconductor Index | 2,194.15 | -0.06% |
| OSX Oil Service Sector Index | 34.49 | -0.62% |
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.