Welcome to my website, where you will find a wealth of information from newsletters, articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, insurance, and wealth preservation.
Most importantly, I believe you will see the value of working with a skilled professional in pursuing your financial goals. I'm here to educate you about the basic concepts of financial planning and help give you fast, easy access to market performance and data. This site is updated frequently with loads of information. Please use this site often and please do not ever hesitate to call (630-243-7046) or email me (ted@glotzbachfinancial.com). I am looking forward to talking with you.
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Newsletters
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.