Blog

What is Your Credit Score and Why Does It Matter?

What is Your Credit Score and Why Does It Matter?

By K. Bridget Schneider, CFP®, CRPC®Have you given much thought to your credit score?  It won’t surprise me if your answer is no.  Most of us know that a bad score can prevent us from getting a loan or credit card.  But many people don’t have any idea what...

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5 Trending Money Terms and What They Mean

5 Trending Money Terms and What They Mean

Have you heard of FAANG, Zelle, and Negative Yield Bonds?  To help educate our current and prospective clients, we want to define some words that have recently had an increase in internet searches.  Below are five current money terms, what they mean, and how they are used in today’s world.

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When Should I Start Planning For Retirement

When Should I Start Planning For Retirement

By K. Bridget Schneider, CFP®, CRPC®When you’re in your 20s, 30s, or even your 40s, retirement seems so far away.  Planning for it may not be at the top of your “To-Do” list.  But when should you start planning for retirement?  Now is the best time!  It’s...

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Americans Are Saving More

Americans Are Saving More

By Joe Globensky, RFC®The household saving rate in the United States has been on an uptrend for years. And while we’ve been staying at home to help prevent the spread of COVID-19, the saving rate in the US reached a level not seen in over twenty-five...

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Create a Plan to Manage Income in Retirement

Create a Plan to Manage Income in Retirement

By K. Bridget Schneider, CFP®, CRPC®The shift from saving for retirement to taking income in retirement can be a tricky proposition.  You may feel comfortable enough to retire when your retirement savings reaches a certain level.  However, that may not be...

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The Relationship Between Wealth and Health

The Relationship Between Wealth and Health

By Joe Globensky, RFC®In recent years, there has been a renewed emphasis on the relationship between wealth and health.  Various studies have shown that the relationship is a gradient, meaning there are discrepancies at every level of the economic ladder. ...

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Recent Posts

What is Your Credit Score and Why Does It Matter?

By K. Bridget Schneider, CFP®, CRPC®Have you given much thought to your credit score?  It won’t surprise me if your answer is no.  Most of us know that a bad score can prevent us from getting a loan or credit card.  But many people don’t have any idea what...

5 Trending Money Terms and What They Mean

Have you heard of FAANG, Zelle, and Negative Yield Bonds?  To help educate our current and prospective clients, we want to define some words that have recently had an increase in internet searches.  Below are five current money terms, what they mean, and how they are used in today’s world.

When Should I Start Planning For Retirement

By K. Bridget Schneider, CFP®, CRPC®When you’re in your 20s, 30s, or even your 40s, retirement seems so far away.  Planning for it may not be at the top of your “To-Do” list.  But when should you start planning for retirement?  Now is the best time!  It’s...

Americans Are Saving More

By Joe Globensky, RFC®The household saving rate in the United States has been on an uptrend for years. And while we’ve been staying at home to help prevent the spread of COVID-19, the saving rate in the US reached a level not seen in over twenty-five...

Create a Plan to Manage Income in Retirement

By K. Bridget Schneider, CFP®, CRPC®The shift from saving for retirement to taking income in retirement can be a tricky proposition.  You may feel comfortable enough to retire when your retirement savings reaches a certain level.  However, that may not be...

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Office: 217.605.8130
Toll-Free: 844.305.7670
Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

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Where are you located?

We are located in Central Illinois in the town of Lincoln. We also have an office in Plano, Texas. We work with a national clientele and will be happy to serve you.

Can I learn more about your services?

Sure. We advise clients on investment management, retirement planning, and other financial matters to help manage what they have. Because, many people save and invest, but they aren’t really sure they’ll have enough assets to be comfortable and do what they want in retirement or later stages of life. We show them whether they are on target or not. We can help you, too.

Would you like a no-cost, initial conversation to learn if you’re on track?

Yes, Thanks.