The Suitcase Widow – Unpacking the Complexities of a New Financial Life

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Early in my career as a freshly-minted CPA, an event occurred which continues to have a profound effect on me to this day. A new client came to our offices dragging an old fashioned Samsonite hard-sided suitcase to have her tax return prepared.

The Equifax Breach and Your Taxes

By now, most of you have heard the news about the Equifax data…

Maureen Doyle, CFP® Meets with Aspiring Financial Planners at Illinois State University

  Maureen Doyle, CFP, a financial planner at Huber…

Has My Identity Been Stolen?

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  Technological advances in the financial-services…