Financial Planning

Differences Between Financial Planning and Estate Planning

Differences Between Financial Planning and Estate Planning

By K. Bridget Schneider, CFP®, CRPC® | April 18, 2019

If you are new to financial services you may be asking yourself if there is a difference between financial planning and estate planning.  They may sound similar but they are vastly different.  Let’s go over the differences and answer some questions you may have.

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4 Questions To Ask Yourself Before Paying Off Your Mortgage

4 Questions To Ask Yourself Before Paying Off Your Mortgage

By K. Bridget Schneider, CFP®, CRPC® | February 21, 2019

Paying off debt can provide such a good feeling that it’s no wonder many retirees set a goal to have their mortgage paid off at retirement.  An obvious reason is to free up some of their retirement income for other things.

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Fear of Finances? It’s Not So Scary!

Fear of Finances? It’s Not So Scary!

By Joe Globensky, RFC® | October 23, 2018

If you find yourself with a fear of finances, you’re not alone. This fear may hold you back from reaching your financial goals in life. Let’s look at steps you can take to overcome a fear of finance.

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4 Benefits of Paying Yourself First

4 Benefits of Paying Yourself First

By Joe Globensky, RFC® | September 1, 2018

If you’re not familiar with the idea of paying yourself first, or you just need an important refresher, this post is for you. The benefits you can receive from a disciplined savings plan will last…

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The Pursuit of Financial Independence

The Pursuit of Financial Independence

By K. Bridget Schneider, CFP®, CRPC® | July 5, 2018

I love a good firework display and Independence Day – the 4th of July – is usually the best opportunity to see one. It’s a great celebration of our nation’s declaration that the thirteen colonies…

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604 N Union St Ste 1
Lincoln, IL 62656

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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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