Financial Advisor
4 Ways A Small Business Can Benefit From a Financial Advisor
By Joe Globensky, RFC® As a financial advisor and small business owner, I know firsthand how my knowledge and experience has helped our company. But if you have your own small business, you might not realize the value a financial advisor can...
4 Areas Where the Value of a Financial Advisor is Obvious
An annual review of beneficiaries can ensure your intentions are met after you’re gone.
5 Questions to Ask Yourself About Your Financial Advisor
This year marks my 25th anniversary as a financial advisor. Having just turned 50 years old, that means I have spent half my life helping people with their financial needs.
Why Millennials Should Consider a Financial Advisor
As I was reviewing my finances the other day, I thought about how hard it was to start saving when I got my first full-time job, yet how far I have come since then…
Why You Should Say Yes to An Advisor Who Tells You No
The new fiduciary standards recently introduced as a guideline for financial advisors compels them to put the best interests of the client ahead of their own, but it is a standard that is not without controversy.
Recent Posts
Why You Should Get a Social Security Benefit Statement
By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement? If you are like many people, you may think you got one in the mail a year or so ago. However, it may have been several years ago. While...
How to Reduce Debt Quickly
Are you struggling to keep up on paying your debts? Do you have so many payments that there is nothing left over to put towards your future?
Why You Should Consider Sending Your RMD Straight to Charity
The QCD was first introduced in the Pension Protection Act of 2006. It was repeatedly extended, sometimes retroactively, until it became permanent as part of the Consolidated Appropriations Act of 2016.
Tips for Late-Start Retirement Planning
Last month we suggested a few reasons early retirement planning is important. That’s valuable information for Millennials, but what if you’re a Gen Xer?
Self-Employed Professionals Can Save Big on Taxes
Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands. You need to take advantage of whatever assistance is available, and this includes lowering your tax bill.
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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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