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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, January 3, 2024

Global unrest, inflation, energy costs -- it’s understandable that you might be wondering what’s coming next, and how it will impact your financial goals. Market swings are a normal part of investing, and one of the main reasons we worked t

Tuesday, December 19, 2023

It is hard to believe 2023 is coming to a close with the holidays already upon us. Soon, it will be 2024, the new year, 366 days of new opportunities. That's right! 2024 is a leap year, and we all get an extra day. My New Year's...

Wednesday, December 13, 2023

The Inflation Reduction Act of 2022 included numerous individual energy-efficient credits to motivate taxpayers to purchase energy-efficient home improvements and vehicles.

Wednesday, December 6, 2023

The Inflation Reduction Act of 2022 included numerous individual energy-efficient credits to motivate taxpayers to purchase energy-efficient home improvements and vehicles.   There were quite a few changes to the energy credits...

Wednesday, November 22, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

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Thursday, December 1, 2022

How did you do last year. Time for a review of your accounts.

Friday, November 4, 2022

2023 IRA, Roth IRA, 401(k), 403(b), 457 and Thrift Savings Plan contribution limits have significantly changed.

Wednesday, October 5, 2022

Under the Illinois Family Relief Plan passed by the Illinois House and Senate, you may be eligible for a one-time individual income and property tax rebate.  You qualify for the individual income tax rebate if you were an...

Thursday, September 29, 2022

There are only three months left in 2022, here are some year-end planning ideas.

Thursday, September 22, 2022

When is the best time to purchase life insurance?

Tuesday, August 30, 2022

You may need to review and update the amount of federal tax withheld from your pay. Here are some helpful tips on how to update your Form W-4 Employee's Withholding Certificate.

Tuesday, June 14, 2022

Due to the recent market volatility, declines in account values, and the ordinary income tax rates still relatively low, now may be the time to consider converting your traditional IRA to a Roth IRA.

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Tuesday, January 5, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...

Friday, October 30, 2020

Retirement planning can be stressful enough on its own, but the added anxiety caused by the current uncertain market environment may be overwhelming. Now more than ever, you may feel uneasy about your financial future. I am committed...

Thursday, July 18, 2019

"One small step for man, one giant leap for mankind" Neil Armstrong Fifty years ago on July 20, 1969, Neil Armstrong, Buzz Aldrin and Michael Collins achieved the ultimate goal of President Kennedy's challenge of putting a man on the...

Wednesday, May 23, 2018

The Tax Act and Jobs Act made significant changes to the tax law, including changing the tax rates and brackets, increasing the standard deductions, eliminating personal exemptions, increasing the child tax credit and limiting or...