What does Twenty Two stand for?
Twenty Two Wealth Management was born on December 10, 1963. My birthday. Twenty Two was my favorite number. It’s the jersey number I wore for every sport I played – Football, Hockey, Baseball – I was number 22. Twenty Two became more than just a number. It became me… a Polish kid from the south-side of Chicago that grew up in a great neighborhood in a great family. As I got older it became about my values. My work ethic. My relentless desire to be the best at what I do. Today, Twenty Two stands for our firm, our culture, our employees, and above all doing the best job at taking care of our clients. Twenty Two used to stand for Me… Now it’s stands for US! Join us in our journey forward… we promise you won’t be the same!
Welcome VideoHelpful Content
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Saving for College 101
Here’s a crash course on saving for college.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.