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  • Financial Planning

  • I Love It. I Hate It. Insurance Keeps Proving Its Value The insurance industry can be frustrating—but in this love-hate relationship, the value it brings to personal financial well-being keeps me coming back.
  • 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.
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