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KEVIN BALOG

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Posted By KEVIN BALOG 10-21-2021 20:26
Found In Egroup: PRISM: Prioritizing Your Goals
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Thanks Jenna, I know it doesn't sound exciting at all. I'm a pretty contented boy. My wife and I are scratching our heads to figure out what may still be on our "bucket list". Luckily we are in good physical and mental health to explore opportunities without restrictions. W sublet a condo on LaSalle ...
Posted By KEVIN BALOG 10-16-2021 21:47
Found In Egroup: PRISM: Prioritizing Your Goals
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Recently began retirement. In good share financially, physically, and mentally except can't figure out what might change in my retirement. I almost I had a desire to travel or maybe have a second home but that's not me. I traveled so much for my work.....don't want to do it anymore. i guess I want to ...
Posted By KEVIN BALOG 10-16-2021 21:40
Found In Egroup: PRISM: Prioritizing Your Goals
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I retired two years ago and still do some part-time work. Whenever I withdraw funds from my investments, if I have money left over at the end of the month, I put the excess back into investments. Don't know if this is smart or not. Once my wife and I get into the groove of what it is like to be retired, ...
Posted By KEVIN BALOG 10-15-2021 11:04
Found In Egroup: PRISM: Prioritizing Your Goals
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Prioritizing my goals? This is something that I am struggling with at the moment. I don't know what my goals are. Let me give it a try. Capital preservation Capital growth Keep funding my charitable trust with perhaps 18-20% of my annual income Buy a home in Chicago for our only child and her ...
Posted By KEVIN BALOG 10-15-2021 10:53
Found In Egroup: PRISM: Prioritizing Your Goals
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Thank you Anine. I will be checking in on your insights and questions for those of us who see a changing energy landscape for the future. ------------------------------ KEVIN BALOG ------------------------------
Posted By KEVIN BALOG 10-15-2021 10:51
Found In Egroup: PRISM: Prioritizing Your Goals
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Hi, I'm Kevin Balog. I'm a Chicago boy who needed to move to Indianapolis 25 years ago. Our daughter still lives on the North Side of Chicago and works at the Headquarters of the Alzheimer's Association on Michigan Ave. I've been an avid investor for almost 40 years. I'm a life-long learner, so I look ...