UNDERSTANDING TODAY’S FINANCIAL ENVIRONMENT
Welcome, At Boyer and Sappenfield Investment Advisors, 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 through our financial planning and investment processes.
Our firm is a family firm started back in 1983 by our founder Lisa Sappenfield Boyer, CFP®. Since the creation of the firm she has brought her brother Daniel G Sappenfield, CFP®, her son Stan G. Boyer, and nephew Drew G. Sappenfield into the business. Along the way the family aspect was extended to include John B. Bennett, CFP®. The firm also has an excellent support staff that adds to our ability to help and service the families in which we are lucky enough to call our clients. Our firm offers Big City Service with a Small-Town Touch.
Boyer and Sappenfield Investment Advisors have two convenient offices:
Arcola, IL 102 E Main Street, Arcola IL 61910. Yellow building with green awnings and green metal roof directly North of the Post Office in Arcola. 1.217.268.3216
Villa Grove, IL 1 N Sycamore Villa Grove, IL 61956. Just North of the Train tracks on Route 36, Building directly South of the True Value. 1.217.832.3033
Pictured are our advisors:
Back Row Left to Right: Stan G. Boyer, Drew G. Sappenfield, John B Bennett, CFP®
Front Row Left to Right: Lisa Sappenfield Boyer, CFP® and Daniel G Sappenfield, CFP®
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Markets React
When markets shift, experienced investors stick to their strategy.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.