Blog & Newsletter

By: Srbo Radisavljevic, CFP®, CEPA® As a business owner, how do you know when the time is right to exit your business and transition into the next chapter of your life? When it comes to timing there can be a lot of factors at play, but like most things, the longer you have to plan […]

By: Srbo Radisavljevic, CFP®, CEPA® If you own a business, you need an exit strategy. This is true even if you plan to run your business for the next 20 years, because your exit strategy should act as a guide for many of the business development decisions you’ll need to make down the road. Here […]

By: Srbo Radisavljevic, CFP®, CEPA® According to the SBA, small business owners nearing retirement are less likely than their employees to have a well-funded retirement plan. Even business owners who do report contributing to a 401(k) or other traditional retirement saving plans, say the vast majority of their wealth is in their business, which they’re […]

By Srbo Radisavljevic, CFP® Whether you reached your personal goals last year or faced challenges, a new year brings new opportunities and a fresh start. Let’s jump right in. The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed into law in late 2019. Now called […]

By Srbo Radisavljevic, CFP® After remaining relatively low for several years, inflation rose sharply during the winter of 2021-2022, fueled in part by soaring oil prices, and has held steady at about 8.5% throughout 2022 (so far). Consumers are feeling it in transportation costs and other everyday purchases, while investors are feeling it in the […]

KRD Financial Group, Ltd. and Strategic Edge Wealth Management, merged as one firm to form KRD Wealth Management in March 2022. Strategic Edge Wealth Management Managing Principal, Srbo Radisavljevic, CFP®, will continue as partner of KRD Wealth Management and the firm will operate out of Schaumburg, IL. KRD Financial and Strategic Edge Wealth Management share […]

Stimulus checks of $1,400 per person The American Rescue Plan began sending $1,400 stimulus checks in mid-March. For married couples filing a joint tax return, the amount is double, $2,800.  Each dependent adds another $1,400, and unlike the first two rounds, adult dependents including SSI or SSDI recipients and college students claimed as dependents are […]

We have been saying for quite a while, long before the coronavirus began spreading around the world, that the market was overvalued and due for a pull-back. The coronavirus is not the only cause for the market declines, but it certainly has added to the turmoil. You may have heard about the clash between Russia […]