RJS - Putting Together Your Financial Future - Northwest Chicago CPAs

Illinois Certified Public Accountants and financial advisors serving the Northwest Suburbs of Chicago.  Our CPA and advisory firm is conveniently located in Arlington Heights, Illinois.

At RJ Simon, LLC and RJS Financial Management, Ltd., we understand the time, effort, and energy you put into your business and personal financial matters.  We have put the same heart and soul into our clients' endeavors for over 20 years. RJS understands the needs of individuals, trusts and estates, non-profit organizations, and privately-owned, small to medium sized businesses.  Our goal is to provide a personal approach to your professional service needs.  We listen to your objectives and design our services to meet them with professional care and concern.

We develop lasting relationships with our clients in order to understand their short and long-term goals, clearly define responsibilities, and help them to control their financial futures.

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.

Whether you have personal tax and financial needs or your business requires expert accounting, assurance, or corporate tax services we are here to help you feel confident about your ability to handle what lies ahead.
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

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