Navigating opportunities within recent SBA loan changes

What small business owners need to know about recent shifts and how to make the most of the new possibilities they present. Last year, the U.S. Small Business Administration (SBA) provided nearly $43 billion in funding to the country’s small… Read more→

Safeguarding Your Engine: A White Paper on Key Person Insurance

Key Person Insurance (KPI) offers a powerful risk mitigation tool, providing financial resources to navigate these challenges and ensure business continuity. This white paper explores the different types of KPI, its benefits, implementation considerations, and how it can empower your… Read more→


As changes in your life occur, are you adjusting your financial plan accordingly? Our Strategic Partner Private Vista has put together this 7-point checklist of key areas of your financial life. Take a look and see if you are ready… Read more→

From Old to Gold: The Art of Repurposing Content

10 Tips for Unlocking Maximum Reach and Engagement In today’s fast-paced digital landscape, creating fresh and engaging content is crucial for maintaining an active online presence. However, constantly generating new content from scratch can be time-consuming and resource intensive. This… Read more→

Just Fine!

Self-awareness and self-improvement are crucial for success, but they seem to be declining in many individuals. It is important to manage our thoughts, words, and actions and not worry about others’ opinions. If our attitudes and behaviors align with our… Read more→

End of the Year Compliance Issues for Employers

As we approach the end of 2023, Illinois employers must be mindful of their compliance requirements and best practices to minimize or eliminate legal risk. Risk management is key to the overall success of any company. That is particularly true when… Read more→


The Employee Retention Credit (ERC) was introduced in response to the COVID-19 pandemic to offer benefits to employers for retaining their workforce during that time. Now the credit has been expanded, and it’s more important than ever to understand the… Read more→


As we approach health insurance renewal season it is important to keep an eye on the ages of the children that might be covered on your health insurance plans. It is incumbent on the administrator to be aware of dependents… Read more→