Welcome to Weber Accounting & Investment Services, LLC
Raymond W. Weber, CPA (815) 223-5606
Whether you are interested in investment advice, planning for retirement, life insurance, estate planning, or if you have a 401K to rollover, Ray and members of his practice stand ready to help you. The financial world can be intimidating; let us help you meet your goals.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or need more information on our firm, please email us at raymond.weber@ceterafs.com or call (815) 223-5606.
Helpful Content
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Saving for College 101
Here’s a crash course on saving for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Rightsizing for Retirement
What does your home really cost?