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Business Continuity Plan

Due to the Executive Order issued by Governor Pritzker and the State of Illinois, Dorion-Gray Retirement Planning is following the "stay at home" guidelines set forth in Illinois. Our physical offices are closed to clients, and all our employees are working as efficiently as possible from home. You can continue to reach our entire team via their office phone numbers and emails. We want to assure you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us. We wish everyone good health as we all work to get through this challenging time.

Understanding Today's Financial Environment

Welcome, we are Dorion-Gray Retirement Planning, Inc., a financial organization located in Crystal Lake with a convenient meeting locations available in Warrenville. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

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Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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