Tranel Talks

Why Having a CFP® on Staff Matters

If there is one economic certainty, it’s this: the market is going to change. Rises, dips, and even crashes are inevitable certainties, which means the question is never if market changes will happen, it’s what those changes will be, how long they’ll last, and when they’ll happen. …

Preparing for Milestones When Market Changes Seem Imminent

If there is one economic certainty, it’s this: the market is going to change. Rises, dips, and even crashes are inevitable certainties, which means the question is never if market changes will happen, it’s what those changes will be, how long they’ll last, and when they’ll happen. …

What You Should Know About the Social Security Fairness Act

On January 5, 2025, the Social Security Fairness Act was officially passed—an important update that could impact individuals who have been affected by two long-standing provisions: the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). If those terms sound unfamiliar, you’re not alone …

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Measuring Success

Whether it’s been one year, ten years, or twenty-five since you started your relationship with a financial advisor, you’ll want to know if your plan has been, and is well positioned to continue to be, successful. …

Beyond the Numbers: The Emotional Side of Financial Decisions

Financial planning isn’t just about numbers—it’s about the emotions behind them. Fear, excitement, uncertainty, and even past experiences all influence the way we make financial choices. Whether it’s the anxiety…

Making the Most of a 529 Plan: A Strategic Approach to Education Savings

When it comes to planning for your child’s future education expenses, 529 plans remain one of the most effective tools available. With thoughtful strategy and execution, you can maximize the benefits of a 529 plan and make the most of your savings.

Reflecting Back on 2024: Market & Sector Insights

As we turn the page on 2024 and look ahead to the possibilities of 2025, it’s worth taking a moment to review how the markets performed last year. Based on a recent market review by Tyler Braun, Director of Financial Planning at The Tranel Financial Group there’s much to consider about the trends that shaped the financial landscape.

A Culture of Caring

At The Tranel Financial Group, caring for our community is more than an initiative—it’s part of who we are. For over 35 years, we’ve proudly called Lake County, IL home, and we credit much of our success to the incredible support of the people and organizations around us…

Strategic Charitable Giving – A Year-End Financial Strategy

As the year draws to a close, many of us focus on giving back. Whether driven by gratitude, faith, or a desire to support meaningful causes, charitable giving can also serve as a powerful financial strategy. By planning your donations …