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
Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, workers and retirees are concerned about potential program shortfalls that could affect future benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy annual reports to Congress that assess the health of these important programs. The newest reports, released on June 5, 2018, discuss the current financial condition and ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA) for 2019.
Health savings accounts (HSA) are a means for an individual with a qualifying high deductible health plan(1) to save for both current and future health expenses. Unlike any other savings vehicle, they are largely appealing for the triple tax benefit that they offer: contributions are tax-deductible, the interest and/or earnings grow tax free, and account owners may make tax-free withdrawals for qualified medical expenses (2).
D3 Featured in Crain’s Chicago Business Executive Wealth Management Guide: D3 was a participating sponsor in this year’s guide published on June 18, 2018. We were proud that one of D3’s clients was interviewed for this insightful piece. Click on this link to review the articles featuring D3 in Crain’s Executive Wealth Management Guide.
Last week, one of our clients came close to being a victim of a sophisticated IRS impostor scam. We wanted to summarize the experience so that our clients are aware and can better protect themselves.
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Chicago Loop Branch
111 N. Wabash Ave, Suite 800
Chicago, IL 60602
Downers Grove Branch
5151 Mochel Drive, Suite 301
Downers Grove, IL 60515
Sante Fe Branch
Sante Fe, NM 87506