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
Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.