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 firstname.lastname@example.org or call (815) 223-5606.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here are 5 reason why you may consider working through retirement.
Knowing the rules may help you decide when to start benefits.
Apps that help small business owners better manage and grow their business.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
It's important to understand how inflation is reported and how it can affect investments.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you have causes that you want to support with donations? Here are three tips.