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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
These food myths will really put a drain on your wallet.
An increasing number have been developed to help individuals with their personal finances.
Knowing the rules may help you decide when to start benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.