College Savings

College Savings Plans: Then and Now

College Savings Plans: Then and Now

By Joe Globensky, RFC® | May 29, 2018

I went to college a long time ago, back before the invention of the 529 College Savings Plan. In fact, I had already been enrolled at Michigan State University…

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Happy 529 College Savings Day

Happy 529 College Savings Day

By Joe Globensky, RFC® | May 24, 2016

May 29th is 529 College Savings Day, a unified push by many states to increase awareness of the tax-advantaged college savings plans known as 529’s.

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Office: 217.605.8130
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.