News & Insights

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Jonathan Rogers Featured in CBS Chicago News Segment on Wise Ways to Spend a Tax Refund

04/09/2018

On April 6, Forum co-Managing Partner Jonathan Rogers spoke to CBS 2 Chicago Reporter Dorothy Tucker about prudent ways to spend a tax refund.

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Forum Celebrates Financial Literacy Month With Student Gallery

04/03/2018

Forum Financial Management is proud to once again collaborate with Chicago-based financial literacy program Climb to Safety for Financial Literacy Month.

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Five Things to Consider Before Filing Your Taxes

03/27/2018

Forum's David McClellan discusses five things to check before you file your taxes. Your accountant may not proactively ask you these questions, so be sure to ask them.

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Forum + Tails for Life: Introducing Oscar

03/16/2018

We are pleased to introduce Forum’s service pup, Oscar. As a result of Forum’s successful 2017 “Sponsor a Pup” campaign, Forum is co-sponsoring training for this Tails for Life service dog.

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Five Questions With Andy: What Parents Need to Know to Help Their Teen Athlete Obtain a College Athletic Scholarship

03/01/2018

The athletic college scholarship world is an exceedingly large and complex world, and it is constantly evolving. In the final article in his four-part series, A. Andrew “Andy” Marwede covers five common questions about the process.

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Highlights of the Recent Tax Law Changes

02/15/2018

The final tax legislation passed by Congress and signed into law in December 2017 modified the tax code. Following is a summary of various changes for 2018 and beyond.

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