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.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding how a stock works is key to understanding your investments.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
At what point can you call a personal vehicle commercial?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.