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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This investment account question is vital and answered as early as possible.
A change in your mindset during retirement may drive changes to your portfolio.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Take the guesswork out of your IEP or SEP with this helpful article.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bucket lists don’t have to be for tomorrow.
Around the country, attitudes about retirement are shifting.
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.