Broker Check
 
Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A

CFO Nexus

The financial supervision of a CFO can help a small business live up to its true potential. But what if you don’t have the resources available to hire another full-time employee? Our CPA firm offers an array of outsourced CFO services designed to advance small businesses to the next level.

Christopher F. Kiefor, CPA, CFP

Appeal Your Property Taxes

Learn More
Client Login

Client Login

Learn More
Tax Services

Tax Services

Learn More
Wealth Management

Wealth Management

Learn More

Resources

All Videos

 
Learn More

Resources

All Articles

 
Learn More

Resources

All Calculators

 
Learn More

Contact Us!

  • 211 West Wacker Drive
    Chicago, IL 60606
    Suite 1200

  • 312-940-7640

Helpful Content

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprises

Making the most of surprises is a great reason to work with us.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

View all videos arrow