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
The Business Cycle
How will you weather the ups and downs of the business cycle?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
It may help your business be better prepared in the event of the death of a principal or key employee.
One way to find money is to examine your current spending habits and eliminate money wasters.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A quick look at how federal income taxes work.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?