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Ways to Raise Financially Savvy Kids

Ways to Raise Financially Savvy Kids

By K. Bridget Schneider, CFP®, CRPC® Whether we admit it or not, money plays an important role throughout our lives.  Learning how to responsibly and smartly handle money is necessary for our children’s future financial success.  Unfortunately, that isn’t a lesson our kids get in the classroom.  Raising financially savvy kids happens over time by […]

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4 Areas Where the Value of a Financial Advisor is Obvious

4 Areas Where the Value of a Financial Advisor is Obvious

By Joe Globensky, RFC® If you’ve ever debated the value of a financial advisor, this blog post is for you.  Of course, as a financial advisor, and owner of a wealth management company, naturally I’ll say we bring value to all our client relationships.  But there are four key areas where I may be able […]

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What Is Cash Flow and Is It Important?

What Is Cash Flow and Is It Important?

By K. Bridget Schneider, CFP®, CRPC® Cash flow is the movement of money into and out of your household.  You will either have positive cash flow or negative cash flow depending on if you have more money coming in or more money going out. Negative cash flow creates a shortage in your budget.  Understanding your […]

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Financial Planning for the Single Parent

Financial Planning for the Single Parent

Being the sole income and provider for your family can be stressful. Despite this challenge, financial planning isn‘t impossible for a single parent to do. Let’s consider these five key rules of financial planning as they relate to single parents.

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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.

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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.

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