Where is your money going?

No, we don’t mean what you are spending on a daily basis but, who is the beneficiary of your assets when you pass? In Illinois, the State Treasurer is holding 2.9 billion dollars in unclaimed funds for Illinoisans. The State holds these “lost” funds until they are...

Planning for Today and Tomorrow!

As we greeted 2018, Congress passed the most sweeping overhaul of the tax system in over 30 years. Coupled with last year’s double-digit market gains and low volatility, many Wall Street analysts forecasted that the current bull market will become the longest in...