Recently in the news:
The Golden Arches and Me: Chicago Tribune
Andrew Leckey recently quoted me in his Q&A column. The first question is about buying McDonald’s stock in a college savings account. I don’t think my approach could be more different than Andrew Leckey’s! However, In the second section, I add my two cents on the basis in inherited stock. There’s a bit more to it in 2010 only, so if you’re interested in a full blown explanation of “step up in basis repeal” click here.
Money Changes Everything: TimeOut Chicago
Five tips for avoiding advertising pressures online: Medill Money Mavens
Fee-only Financial Advisor in Chicago, Illinois | 773-404-9344