Financial Counselor/Managing Director
MBA, CFA®, CFP®, CPA
Don founded D3 Financial Counselors in 1997 after a successful career at Northern Trust Company. Don has extensive experience providing financial planning to business owners, corporate executives, CFAs, and families. Continue Reading.
Most Recent News & Articles
The IRS has released a new version of Form W-4 and a revised Withholding Calculator on irs.gov (IR-2018-36). These updated tools can help you check your 2018 tax withholding to determine if it's still appropriate following passage of the Tax Cuts and Jobs Act in December 2017. The IRS urges taxpayers to use these tools to make sure they have the right amount of tax withheld from their paychecks, taking into account significant changes to the tax law for 2018.
One of the major aspects of a business sale is whether the business will be sold as an asset or as stock. An owner might be thinking, “Does it really matter as long as I get the highest sales price?” Well, as you’ll see below, there are plenty of circumstances that can make a LOWER sales price MORE attractive.
On August 14th, Don attended The Private Wealth Midwest Forum and participated in a panel on "The Future of Wealth Management."
When your local weather forecaster tells you that it's going to rain, what do you do? That's easy--you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather? Umbrella liability insurance (ULI) can do just that. By providing liability protection above and beyond the basic coverage that homeowners/renters and auto insurance policies offer, ULI can protect you against the catastrophic losses that can occur if you are sued.
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111 N. Wabash Ave, Suite 800
Chicago, IL 60602
Downers Grove Branch
5151 Mochel Drive, Suite 301
Downers Grove, IL 60515
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Sante Fe, NM 87506