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Clients Resources

Life Events

Getting a Loan

Getting a Loan

Here you will find a nice selection of guides pertaining to several loan options you should consider before making a decision on getting a loan.

Financial Guides

Mortgage Alternatives: How To Choose The Right One
Refinancing Your Mortgage: When and How
Home Equity Loans: How To Shop For The One That Is Best For You
Mortgage Lock-ins: Questions To Ask
Getting Out of Financial Trouble: Steps You Can Take

Frequently Asked Questions

Getting a Loan: Frequently Asked Questions
Loan Questions: Frequently Asked Questions
Financing Questions: Frequently Asked Questions
Credit Reports: Frequently Asked Questions
Credit Rating: Frequently Asked Questions
Financial Trouble: Frequently Asked Questions

Financial Calculators

Should I Refinance My Mortgage?
Comparing Mortgage Terms (i.e. 15, 20, 30 year)
What Would My Auto Payments Be?
Should I lease or purchase an auto?

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National Society of Accountants

National Society of Accountants

AICPA - American Institute of CPAs

Illinois CPA Society