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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A look inside the U.S. government's statistics on household net worth.
To choose a plan, it’s important to ask yourself four key questions.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
The decision whether to buy or rent a home may have long-term implications.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know these three personal finance sayings?