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 A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Five creative (and inexpensive) ideas for motivating your employees.
There’s a link between debt and stress.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
For homeowners who think their property taxes are too high, there are ways to appeal.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know how to set up your financial goals for success? This knight does.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
For women, retirement strategy is a long race. It’s helpful to know the route.