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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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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.