What You Need to Know About the SECURE Act January 15, 2020 Share The SECURE Act, a law to bolster retirement savings, was recently enacted. The law contains a number of changes, some that went into effect... Read More
Time for That Mid-Year Finance Check-up June 6, 2019 Share Believe it or not, summer is almost here and 2019 half over. Taking time for a mid-year tax and overall financial “check-up” is important.... Read More
Tax Tips for Working Students and Recent Graduates May 30, 2019 Share As a tax professional who has also been a mom for 9 years, I found myself constantly looking for ways to maximize financial benefits... Read More
College Tax Credits and Deductions July 26, 2017 Share It’s that time of year again when kids are starting or going back to college. So naturally there can be lots of questions regarding... Read More
Illinois Secure Choice Savings Program Act November 11, 2016 Share To improve the retirement savings of Illinois workers, the Illinois State Treasurer’s Office has created the Illinois Secure Choice Savings Program Act (Secure Choice)... Read More
Tax Season Follow-up May 4, 2016 Share Tax filing season is complete and most 2015 tax returns have been filed. But…don’t be a stranger. This is the best time of year... Read More
Ten Ideas for Financial Wellness February 12, 2016 Share There is more to financial "health" than just dollars in the bank. This week, we've put together ten ways you can boost your financial... Read More
