Wall Street Financial Group Blog


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The Illinois Estate Tax and You

By John A. Zeidler, CPA, MSA | September 2, 2020

Most people think that the estate tax is something only the extremely wealthy have to deal with, but that is not necessarily the case— especially if you are a resident of Illinois. $4 million dollars may sound like a lot of money, but if you are a farmer or a business owner you may be…

A Strategy to Potentially Reduce Market Risk to Your Retirement Savings

By Carl Zeidler, CFP, MSFS | August 18, 2020

If you are approaching retirement or are already retired, you may be wondering about what the best plan of action is for your savings. With interest rates at such an historically low level and the Covid-19 crisis still with us, it’s natural to look for methods to reduce the risk of market losses and low…

What are estate taxes and how will they affect me?

By John A. Zeidler, CPA, MSA | July 30, 2020

What are estate taxes and will they affect me? by John A. Zeidler, MSA & Richard C. Walden, CPA   The US Federal estate tax, also known as the inheritance tax or the death tax, is a tax levied upon the total value of an individual’s estate upon their death. It is actually one half…

Exchange traded funds versus mutual funds. Which is better and why.

By Carl Zeidler, CFP, MSFS | July 27, 2020

Exchange traded funds versus mutual funds. Which is better and why. By Carl Zeidler, CFP, MSFS and John Zeidler, MSA     Mutual funds are currently the most popular investment vehicle for the majority of investors but there are many disadvantages that investors should be aware of. Disadvantages include high fees, tax inefficiency, the potential…

The Single Biggest Devastator of Your Retirement Savings

By Carl Zeidler, CFP, MSFS | July 27, 2020

The Single Biggest Devastator of Your Retirement Savings Is Not Having Long-Term Care Insurance There’s something important everyone needs to remember when it comes to retirement planning: Your retirement is not just about you. If you are married or in a long-term relationship, you need to work with your partner to ensure each of you…