As most rising college freshman are on the cusp of becoming legal adults, many of these legal documents can help them to protect themselves and allow you as their parent to help them should something unexpected happen. It is important for your teen and you to discuss...
Congratulations! Your child has successfully navigated their high school years and is preparing to embark on the exciting journey into college life. As CERTIFIED FINANCIAL PLANNER TM Professionals, we understand the importance of setting a strong financial foundation...
A Boost for Couples’ Financial Well-being In a world where healthcare costs continue to rise, it’s crucial for individuals and families to have access to robust financial tools that can help them navigate these expenses. Health Savings Accounts (HSAs) have...
This past year, we have had the privilege of serving as the sponsor for United Way of Champaign County’s Women Untied initiative. Through our involvement, we have learned so much about our community and the powerful work being done by our neighbors at United Way. ...
Top 5 Tips for Your Most Organized Tax Year Yet So, you filed your 2022 taxes, now what? Breathing a sigh of relief is usually a great first step. Did you spend hours hunting down your tax documents, filling out your tax organizer, and hoping you didn’t forget any...