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Appealing a 2021 IRMAA Medicare Part B Premium Surcharge Notice

The monthly premiums that Medicare Part B enrollees will pay during 2021 has been recently announced by the Centers for Medicare and Medicaid Services (CMS). As explained below, the amount of the Part B monthly premiums that an enrollee will pay during 2021 depends on the enrollee’s 2019 modified adjusted gross income (MAGI), as calculated…

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401k Employer Responsibilities: A Navigation Guide

In the workforce today, employers regularly provide employer-sponsored retirement plans for employees. In fact, prospective employees often look for retirement plan opportunities within the list of job opening benefits. According to the American Benefits Council, over 656,200 retirement plans cover over 100 million participants in the United States. Voters nominated tax incentives for employer-sponsored retirement…

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WEBINAR Resetting and Responding: Navigating a New Charitable and Tax Landscape

DHJJ’s Terry Cicero spoke about the new charitable and tax landscape on a joint webinar with the DuPage Foundation and Bridge Communities called Resetting and Responding: Navigating a New Charitable and Tax Landscape.  Watch the Video: New Charitable and Tax Landscape Sections of interest time stamps: 0:00 to 7:04: Introduction to DuPage Foundation, Bridge Communities,…

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What We Do

DHJJ Financial Advisors’ approach to financial planning is based on providing a full-service program that integrates individual income tax planning along with investment management, resulting in a holistic strategy to help our clients maximize their financial success. Our investment advisers are CERTIFIED FINANCIAL PLANNER professionals and Certified Public Accountants which enable them to overlap their expertise in asset management, financial planning, and income tax law to provide unique solutions to our clients’ needs.

Asset Management

Custom investment portfolios based on your goals and objectives

Financial Planning

Comprehensive evaluation and analysis to assess current financial situation and plan for the future.

*Please Note: Advisory services provided by DHJJ Financial Advisors (“Advisors”), an SEC registered investment adviser. Accounting services can be provided by Advisors’ affiliated entity, DHJJ Certified Public Accountants (“CPA”), per the terms and conditions of a separate written engagement agreement. No Advisors’ client is under any obligation to engage CPA, and vice-versa. As more fully discussed in Advisors’ written disclosure Brochure, a recommendation that an Advisors’ client engage CPA, and vice-versa, presents a conflict of interest.