Happy Graduation! What Do We Do With This 529 Balance? As you advise the class of 2025 and their families, consider these options for excess 529 plan balances.

GEN NEXT: Delante Greer, ChFEBC Pivoting from a career in law enforcement to financial planning isn’t as drastic as one might think—for this young professional, it’s still about helping and protecting people.

How CPAs Can Protect Their Aging Clients Each year, millions of aging Americans fall victim to some type of financial fraud scheme. Here’s how CPAs can play a vital role in serving as their first line of defense.

The CPA’s Legal Duty to Protect Vulnerable Clients Under the Adult Protective Services Act, Illinois CPAs have a legal duty to report suspected abuse, neglect, or financial exploitation of their vulnerable clients.

What’s Next for SECURE 2.0 and Secure Choice? Key provisions of the SECURE 2.0 Act will roll out throughout 2025 and 2026, bringing both opportunities and challenges to your clients.

A Tale of Two Money Mindsets Understanding each of our clients’ unique needs and goals is how we help them build a meaningful life with their money.

The Latest Financial Planning Trends for High-Net-Worth Clients Here are several trends personal financial planners should consider as they serve high-net-worth clients in 2025.

Student Loans Got You Down? Study Up on Your Finances Illinois ranks seventh among the states with the highest student loan payments. Here’s how to make those payments more manageable.

How CPAs Can Maximize Clients’ Savings Through R&D Tax Credits Businesses of all sizes can qualify for significant tax savings through research and development credits. Here are some tips for CPAs to consider.