Medicare Health Plans

What is Your Long-Term Care Plan?

What is Your Long-Term Care Plan?

What is Your Long-Term Care Plan? November is Long-Term Care Awareness Month and I want to get you thinking about this important question. This subject is too important not to have a plan. Because the chances that you’ll need care are very real.

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Recent Posts

Do I Need to Enroll in Medicare if I’m Still Working?

As a financial advisor helping clients with their Medicare decisions, I’m frequently asked if they need to enroll in Medicare while working. When I provide the answer, I’m often met with, “Well, that’s not what my friend said.” And that isn’t surprising.

What Is Risk Tolerance and Why Is It Important?

When you hear the term “risk” in a conversation, your heart may skip a beat.  The thrill of doing something risky can be very tempting for some people.  I have a niece who wanted to experience sky diving.  I thought, good for her! But I knew that thrill wasn’t for me. When it comes to your money, the term “risk” may cause a different type of excitement.  For some, it may be downright scary.  In financial planning, the phrase “risk tolerance” is one of the many pieces of financial jargon that is often misunderstood.  Let’s shed some light on risk tolerance and why it’s important to know yours.

Financial Fraud Against the Elderly

As the American population ages, we can count on two things – the likely increase in cognitive impairment and the increased instance of, and losses from, financial fraud against the elderly.

How to Manage Debt in Retirement

Recently I read a few articles addressing increases in the amount of debt held by retirees. Carrying debt into retirement isn’t necessarily a bad thing if you have enough cash flow to pay your bills and live comfortably. However, increasing debt levels could derail an otherwise well-planned retirement. Let’s talk about some common causes of debt and how to manage debt in retirement.


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?