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.
FIRST TIME HERE? NOT SURE WHERE TO BEGIN?
Let's establish your risk tolerance.
The 2 minute risk analysis below
will allow us to understand your preferred overall risk level for your financial portfolio.
Newsletters
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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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.