Understanding Today’s Financial Environment
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 on 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: 217-268-3216 or Villa Grove Office: 217-832-3033
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Is your estate in order? This short quiz may help you assess your overall strategy.
Couples may be able to head off many of the problems in a marriage that money can cause.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Peer-to-peer payment apps are one of the newest ways to send money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There’s an alarming difference between perception and reality for current and future retirees.
Taking your Social Security benefits at the right time may help maximize your benefit.
Bucket lists don’t have to be for tomorrow.