Coordinate your estate, tax, and investment plans with the right trust. Protect your heirs, gain peace of mind, and understand key factors when choosing.
The IRS announced the 2026 changes to contribution limits and income thresholds for retirement savings vehicles. Keep reading to learn what’s changed and how it could impact your retirement savings and tax planning.
The One Big Beautiful Bill Act (OBBBA) includes several new and enhanced provisions tied to adjusted gross income. Learn about how this affects your tax planning.
Read about how the One Big Beautiful Bill Act alters charitable giving for itemizers and non-itemizers, and what you can do to prepare for the changes.
We are thrilled to announce that Kristy McCullough, Partner and Managing Director at Mowery & Schoenfeld Wealth, has been recognized as one of the Top Women Wealth Advisors by Forbes for 2025, ranking #26 in Illinois. This prestigious recognition...
LAKE FOREST, IL— Mowery & Schoenfeld Wealth, a leading financial advisory firm, is proud to announce its inclusion in Newsweek’s list of America’s Top Financial Advisory Firms for 2025. This accolade highlights Mowery & Schoenfeld Wealth’s unwavering commitment to...
