Understanding Today’s Financial Environment
Welcome,Boyer and Sappenfield Investment Advisors is an independently-owned financial services company with two locations: Arcola, IL and Villa Grove, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
We invite you to meet our team of professionals, who have more than 40 years of combined experience in the financial services industry. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call Arcola Office: 217-268-3216or Villa Grove Office: 217-832-3033
We are excited to announce that Lisa is 1 of the 23 financial advisors included in the book FinancialServices: Women at the Top
This book highlights 23 highly successful, dynamic women. Each one shares openly and passionately what attracted them to the business, how they develop their practices , what they learned along the way and how they have created a life that blend family, community service and a fulfilling career.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Tax preparation may be the perfect time to give the household budget a check-up.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Beware of these traps that could upend your retirement.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
There are things about Social Security that might surprise you.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.