Smart Wealth Strategies, Inc.

Smart Wealth Strategies, Inc.

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It's not how much you make. It’s how much money you keep.

College Professor and Educator particularly in Maximizing Social Security Benefits and Tax efficiency in retirement, SEC Investment Advisor, estate planning, and budgeting.

The Utility of Sector Investing 07/08/2026

Sector investing may present an opportunity — if you do your homework.

The Utility of Sector Investing Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Suddenly Single: 3 Steps to Take Now 07/05/2026

Three steps may make a difference if you find yourself suddenly single.

Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now.

Dog Bites and Homeowners Insurance 07/01/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

My Retirement Savings 06/28/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

My Retirement Savings See how your current savings rate and contributions may grow into retirement income.

The Power of 401k Catch-Ups 06/21/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance.

Key Money Moments: 4 Times You Should Talk to a Pro 06/14/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Federal Capital Gains Tax Estimator 06/10/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset.

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Location

Address


125 S Wacker Drive, Ste 300
Chicago, IL
60606

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 2pm