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12/02/2025

Are you aware of the tax brackets for 2026? The IRS released official 2026 income tax brackets in October 2025, reflecting changes made under the “One Big Beautiful Bill.”

These changes apply to income earned in 2026, but the time to plan is now — especially if you're expecting major financial changes like retirement, selling assets, or a boost in income.

If you need help reviewing how this could impact your long-term tax strategy, give us a call today. We’re happy to help you plan ahead.

11/29/2025

Small Business Saturday is here, and we’re taking a moment to say thank you.

Whether you’ve worked with us, sent a kind referral, or simply followed along on our journey — your support means everything. Every conversation and connection helps make what we do possible.

If there’s anything we can do to support you this season, personally or professionally, don’t hesitate to reach out. We’re grateful to be part of a community that truly shows up for small businesses like ours.

11/26/2025

Whether you’re hitting the road to visit loved ones or staying cozy at home, we hope your Thanksgiving is filled with laughter, gratitude, and festive celebrations (turkey hats optional).

For our part, we’re taking a short break this Thursday and Friday to enjoy time with family. We will be back Monday, ready to reconnect.

Wishing you a warm and wonderful Thanksgiving!

10/23/2025

This season presents a great opportunity to revisit any financial matters you’ve been meaning to address or conduct a quick year-end review. If you'd like to connect before the holiday rush sets in, we’d be happy to schedule a time to talk through what’s on your mind!

Wishing you a productive and peaceful fall season. We’re here if you need anything.

10/01/2025

October weekends are made for fresh air and fall fun! Whether you're on the hunt for the perfect pumpkin or reaching high for crisp apples, there's nothing like a classic autumn outing.

Which one is your favorite way to soak up the season?

🎃Pumpkin Patch - Hayrides, corn stalks, and the ultimate photo ops.
🍎Apple Picking - Orchard strolls, fresh cider, and bushels of sweet rewards.

Vote with your emoji in the comments. We’re excited to see which fall tradition takes the crown!

08/25/2025

Think your financial knowledge is up-to-par? Let’s find out! Swipe through to take our quick, financial knowledge quiz.

How’d you do? If you're curious about financial strategies or need advice, we're always here to help. Give us a call anytime.

08/22/2025

As the back-to-school season kicks off, we’re here with a reminder that a little planning now can go a long way toward saving you money in the months and years ahead. Swipe through for an overview of 529 College Savings Plans.

Have questions about 529 plans or other tax benefits for your family? Contact our team today.

08/19/2025

This time of year brings new routines, packed calendars, and plenty of adjustments. Whether you’re juggling school drop-offs or shifting your schedule, we’re here if you need anything.

Wishing you and your family a smooth, successful start to the school year! Feel free to reach out anytime — we’re always happy to help.

04/12/2023

Free College Planning Seminar!

If you know a high school sophomore or junior thinking about college, this college planning workshop will answer your questions.

With so many colleges to choose from, students and parents can feel overwhelmed.

The next workshop is Tuesday, April 18th at 6:30 PM.

Our House Wealth Advisors will host the free College Planning Workshop in their Conference Room at 3838 W. 111th Street #108 in Chicago.
Registration:

Events Upcoming Events April 18, 2023 6:30p - 8:30p Our House Wealth Advisors Details For Attendees College Planning Workshop April 18th, 6:30-8:30 PM Parking in the condominium building lot or on 111th St. College Planning Workshop April 18 You don't want to miss these College Planning Workshops! S...

03/09/2023

College Planning Workshops!

If you know a high school sophomore or junior thinking about college, these college planning workshops will answer your questions. With so many colleges to choose from, students and parents can feel overwhelmed to find the right fit at an affordable cost.

The next workshop is Tuesday, March 14th at 6:30 PM.

Our House Wealth Advisors will host 4 College Planning Workshops in their Conference Room at 3838 W. 111th Street #108 in Chicago.

Registration: https://www.ourhousewealth.com/events