Align Wealth Management- Illinois

06/16/2026

Business exits are often the most significant financial events of an entrepreneur’s life. David Fry, a Certified Exit Planning Advisor®️ (CEPA®️), specializes in helping owners align their personal, financial, and business goals through a strategic framework.
https://bit.ly/4exfJC3

06/16/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

06/12/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

06/10/2026

Wishing you a day filled with happiness and a year filled with joy. Happy birthday!

06/08/2026

A legacy is built on the values you instill and the security you provide, not just the numbers on a balance sheet.

Reach out today to help ensure your plan reflects the impact you want to leave on the next generation.
https://bit.ly/4un1oOo

06/06/2026

D-Day, observed annually on June 6, brings overwhelming memories of the brave men and women who fought a strategically planned and well-executed battle that ultimately led to the end of the Second World War Today, we remember and honor their legacies.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

06/02/2026

You’re an expert at what you do. Do you have an expert for what you’ve built?

Most people wait for a an event to hire an advisor—a market crash, a sudden inheritance, or a looming retirement date. But the best time to seek guidance isn’t when things go wrong; it’s when life gets too complex to manage on the side.

If you’re spending your weekends worrying about tax efficiency or wondering if your good habits are actually enough to reach your great goals, it might be time to delegate.

Let’s trade your uncertainty for a strategy.
https://bit.ly/4x5Yikj

05/29/2026

Prioritizing a child’s education over your own retirement is a strategic conflict. There are no retirement loans, but there are numerous ways to fund a degree.

A grounded plan helps to ensure both goals coexist without one cannibalizing the other. Whether you are reviewing a 529 plan or adjusting your 401(k), the objective is precision over emotion.

If you want to look at the numbers behind your trajectory, let’s have a technical conversation.
https://bit.ly/4egr3T5

05/29/2026

One of the biggest hesitations with education savings is the fear of the unknown. Parents worry about what happens to the money if the student gets a full scholarship or decides not to attend a traditional four-year university. The reality is that these plans are more versatile than people realize. Funds can be used for trade schools, registered apprenticeship programs, and even up to $10,000 for K-12 tuition. Most importantly, under current rules, a portion of unused funds may be eligible for a rollover into a Roth IRA for the beneficiary. It is a safety net, not a trap.
https://bit.ly/4dDyDYL