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Welcome to our blog. Here you can find views on the financial world and keep updated on the latest news.


With a long time passion for personal finance, Jonathan Henkels loves waking up every day with the opportunity to help others achieve their financial and life goals.  With a background in education, Jonathan believes in making certain that you not only have a plan that gets you where you want to go, but that you also understand why.  He listens to your goals and wishes, maps out a thorough financial plan tailored to you, and helps you keep the plan in motion so you can reach your financial and life goals.

Retirement: Why to STAY in Chicagoland

Many people consider moving when retiring.

 If you live Chicago or its suburbs, it may be a good idea to stay put.

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Three Things You Need to Know About the Equifax Settlement

What happened?’

In September of 2017, Equifax announced a data breach that exposed the personal information of 147 million people. The company has agreed to a global settlement with the Federal Trade Commission, the Consumer Financial Protection Bureau, and 50 U.S. states and territories.

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Royal Alliance.

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