About
I am a CPA and CERTIFIED FINANCIAL PLANNER® professional, specializing in tax planning…
Articles by Nicholas
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The Tax Bite of Actively Managed Mutual Funds
The Tax Bite of Actively Managed Mutual Funds
By Nicholas De Jong, CPA, CFP®
Activity
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Has your retirement plan stalled due to indecision? Turn to our educational webinar, geared for those with $500k . 🦉 Sign up here (or share this…
Has your retirement plan stalled due to indecision? Turn to our educational webinar, geared for those with $500k . 🦉 Sign up here (or share this…
Shared by Nicholas De Jong, CPA, CFP®
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I'm happy to announce I passed the CFP® exam! 4 years of coursework at the Wisconsin School of Business and another year of studying have led to this…
I'm happy to announce I passed the CFP® exam! 4 years of coursework at the Wisconsin School of Business and another year of studying have led to this…
Liked by Nicholas De Jong, CPA, CFP®
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According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
Shared by Nicholas De Jong, CPA, CFP®
Experience
Education
Licenses & Certifications
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Series 65 (Investment Adviser)
North American Securities Administrators Association
Issued -
Certified Public Accountant
AICPA & Illinois Department of Financial and Professional Regulation
Issued
Volunteer Experience
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Board Trustee
Bethel Presbyterian Church
- 1 year 10 months
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Volunteer Teacher
Junior Achievement of Chicago
- 2 months
Education
Teaching 4th grade students about entrepreneurship and regional economies.
Courses
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Accounting Research
ACCY 670
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Advanced Auditing
ACCY 664
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Advanced Taxation
ACCY 650
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Business Law
MGMT 512
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Business Valuation
ACCY 690
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Ethics, Leadership, and Accountability
ACCY 679
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Financial Reporting III
ACCY 633
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International Accounting
ACCY 682
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Seminar in Leadership
MGMT 615
Languages
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English
Native or bilingual proficiency
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Investing in retirement is different from investing during your working years. A key strategy is knowing which part of your retirement portfolio…
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According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
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According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
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According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund…
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Hoping you can join us to watch our Cubbies and support the Bruce C. Abrams Foundation which is dedicated to supporting mental health research and…
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Your net worth statement is your financial blueprint. It outlines your assets, debts, and overall financial standing. Discover why regularly tracking…
Your net worth statement is your financial blueprint. It outlines your assets, debts, and overall financial standing. Discover why regularly tracking…
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I'm excited to share that I have earned my CERTIFIED FINANCIAL PLANNER™ certification after nearly two years of hard work and nonstop studying. This…
I'm excited to share that I have earned my CERTIFIED FINANCIAL PLANNER™ certification after nearly two years of hard work and nonstop studying. This…
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A well-structured budget is key for planning a relaxing retirement. Understand your retirement income, categorize expenses, and track spending. Be…
A well-structured budget is key for planning a relaxing retirement. Understand your retirement income, categorize expenses, and track spending. Be…
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Reaching a financial milestone is a significant achievement. But what comes next? How do you transition from a focus on accumulation to a strategy…
Reaching a financial milestone is a significant achievement. But what comes next? How do you transition from a focus on accumulation to a strategy…
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Practical and compassionate advice to help you prepare for (or recover from) the loss of a parent. 🦉 Sign up here, or share this link with a friend:…
Practical and compassionate advice to help you prepare for (or recover from) the loss of a parent. 🦉 Sign up here, or share this link with a friend:…
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You’ve been a saver all your life, so how do you switch to spending mode? Tips and tricks for those who have saved $500k . 📅 Sign up here:…
You’ve been a saver all your life, so how do you switch to spending mode? Tips and tricks for those who have saved $500k . 📅 Sign up here:…
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In our most recent Market Wise Update, we delve into how to keep volatility in perspective and outline the aspects that investors can manage during…
In our most recent Market Wise Update, we delve into how to keep volatility in perspective and outline the aspects that investors can manage during…
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Real Assets Adviser is thrilled to announce the appointment of Gina Beall, CIMA® to the Real Assets Adviser editorial advisory board. Gina is the…
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U.S. stocks are tumbling, and the headlines might have you sweating. But before you make any rash decisions, take a deep breath. 🦉 Here are a few…
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