Craig’s Latest Radio Appearances
Craig Bolanos, as the CEO of Wealth Management Group and an experienced financial advisor in Chicago, is frequently called upon to share his thoughts on a wide variety of financial topics and current events surrounding retirement strategy, investment management, tax planning, and estate planning. Click below to recent to some of Craig’s most recent radio appearances.
Most Recent Appearance:
During the January 3rd Noon Business Hour, Craig talked about reassessing retirement plans in 2022. Craig recommended a number of things depending on personal goals, including revisiting employer’s sponsored plans and considering adding any annual pay increase to them, talking to HR about Roth IRA and any other voluntary, after-tax contribution options, asking about health saving accounts paired with retirement accounts to maximize savings, and more.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
During the December 20th Noon Business Hour, Craig talked about 401k and common mistakes people make when changing jobs or leaving the workforce altogether. Craig provided a couple of recommendations: never cash out your 401k from a previous employer, learn all about the new company’s 401k match and take advantage of it instead of leaving money on the table, analyze all options and performance of the new 401k to maximize savings, consult a trusted financial adviser if needed.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
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Past Radio Appearances
Estate Planning
Estate Planning
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Estate Planning and Your Beneficiaries
Estate Planning and Your Beneficiaries
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Current Economic Trends and News
Current Economic Trends and News
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Preparing for Stock Market Crashes
Preparing for Stock Market Crashes
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Factoring Inflation Into Your Retirement Plan
Factoring Inflation Into Your Retirement Plan
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Financial Literacy for Children
Financial Literacy for Children
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Stock Market Updates and Current Trends in the Economy
Stock Market Updates and Current Trends in the Economy
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Current Economic Trends and News
Current Economic Trends and News
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
401(k) Rollover
401(k) Rollover
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Current Economic Trends and News
Current Economic Trends and News
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Stock Market Volatility
Stock Market Volatility
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Financial Tips for Recent College Graduates
Financial Tips for Recent College Graduates
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Preparing Your Finances for Emergency Situations
Preparing Your Finances for Emergency Situations
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Parenting Tips on Navigating the Sandwich Generation
Parenting Tips on Navigating the Sandwich Generation
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Inflation Fears, Tax Credit Payments, and More!
Inflation Fears, Tax Credit Payments, and More!
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
2020 Tax Filing Deadline Extension
2020 Tax Filing Deadline Extension
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Financial Milestones From Age 50 to 72
Financial Milestones From Age 50 to 72
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Early Retirement Trends
Early Retirement Trends
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
401(k) and Long-Term Investment Tips
401(k) and Long-Term Investment Tips
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Investing Tips for Developing Your Financial Plan
Investing Tips for Developing Your Financial Plan
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Upcoming Tax Changes to Come with Government Changes
Upcoming Tax Changes to Come with Government Changes
Short-Term Politics and Your Retirement Portfolio
Short-Term Politics and Your Retirement Portfolio
Rebalancing Your Financial Portfolio for 2021
Rebalancing Your Financial Portfolio for 2021
Top Tax Implications Investors Need to Consider when Creating an Investing Strategy
Top Tax Implications Investors Need to Consider when Creating an Investing Strategy
Important Ways to Maintain Financial Stability During Shaky Economic Times
Important Ways to Maintain Financial Stability During Shaky Economic Times
What Parents Need to do to Prepare for the Arrival of a Newborn Baby
What Parents Need to do to Prepare for the Arrival of a Newborn Baby
Financial Challenges of the “Sandwich Generation”
Financial Challenges of the “Sandwich Generation”
Your Options When Collecting Social Security
Your Options When Collecting Social Security
The Key Elements That Can Determine the Success or Failure of Your Retirement
The Key Elements That Can Determine the Success or Failure of Your Retirement
Don’t Raid Your Retirement Accounts to Make Ends Meet
Don’t Raid Your Retirement Accounts to Make Ends Meet
Trying to Stay on Budget in a Time of Major Financial Challenges
Trying to Stay on Budget in a Time of Major Financial Challenges
What Should You Be Doing With Your Stimulus Check
What Should You Be Doing With Your Stimulus Check
Smart Ways to Spend Your Stimulus Check
Smart Ways to Spend Your Stimulus Check
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Steps to Take if You’re Facing Unemployment
Steps to Take if You’re Facing Unemployment
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Preparing for a Recession
Preparing for a Recession
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
What If Your Aging Parents Need a Financial Bailout?
What If Your Aging Parents Need a Financial Bailout?
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Keeping Your Cool in a Turbulent Stock Market
Keeping Your Cool in a Turbulent Stock Market
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Money Lessons to Pass Down to Your Children
Money Lessons to Pass Down to Your Children
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
The Money Factor in Matchmaking
The Money Factor in Matchmaking
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Getting Out of Credit Card Debt After the Holidays
Getting Out of Credit Card Debt After the Holidays
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Christmas Shopping Financial Planning Tips
Christmas Shopping Financial Planning Tips
*The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
Tips for Retirement Planning in a Recession
Tips for Retirement Planning in a Recession
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
Teaching Children How to Understand the Value of Money
Teaching Children How to Understand the Value of Money
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
Dealing with a Loved One’s Estate
Dealing with a Loved One’s Estate
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
The Far-Reaching Effects of Dropping Interest Rates
The Far-Reaching Effects of Dropping Interest Rates
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
Improve Your Financial Situation in 2020
Improve Your Financial Situation in 2020
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
Common Mistakes Made By Young Professionals
Common Mistakes Made By Young Professionals
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
Money Tips for Kids
Money Tips for Kids
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
Tips for Planning a Vacation Budget
Tips for Planning a Vacation Budget
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
Preparing Your New Student for College
Preparing Your New Student for College
*This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide tax advice or services.
Maximizing Social Security Benefits
Maximizing Social Security Benefits
*Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS Penalty tax and surrender charges may apply.
