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Clients Resources

Life Events

Becoming a Parent

Becoming a Parent

A few financial guides with important information regarding the fiscal implications of having and raising a child.

Financial Guides

Becoming a Parent: The Financial Considerations
The "Nanny Tax" Rules: What To Do If You Have Household Employees
Your Child's Education: How To Finance It
Life Insurance: How Much and What Kind To Buy

Frequently Asked Questions

Raising a Child: Frequently Asked Questions
"Nanny Tax" Rules: Frequently Asked Questions
Saving for College: Frequently Asked Questions
Life Insurance: Frequently Asked Questions

Financial Calculators

How Much Am I Spending?
How Much Life Insurance Do I Need?

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National Society of Accountants

National Society of Accountants

AICPA - American Institute of CPAs

Illinois CPA Society