1101 Joliet Street
Janesville, WI 53546
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WSEA - Wisconsin Society of Enrolled Agents
NATP - National Association of Tax Professionals
NSTP - National Society of Tax Professionals
RCTP - Rock County Tax Professionals
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Do your insurance needs stay the same when the nest empties?
Calculating your potential Social Security benefit is a three-step process.
When considering life insurance, it's important to understand your options.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
With alternative investments, it’s critical to sort through the complexity.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?