Climbing a 401k Rollover

Climbing a 401K Rollover: Q & A K2 is the name of the second highest mountain in the world. Located on the boarder of China and Pakistan, it is considered …

Dave Ramsey and Mutual Funds

What Dave Ramsey Should Explain About Mutual Funds Many Dave Ramsey fans follow his advice about only investing in mutual funds.  For certain individuals, it may not be bad investment …

Is It Enough Money to Retire?

“How Much Will I Need to Retire?” When it comes to retirement planning, it’s my quest to help people realize their retirement goals.  Often, when people come to see me, …

Tax Advantaged Strategies for Charity Support

Tax Advantaged Strategies for Charity Support How to Maximize Your Tax Benefits While Building a Legacy We’ve all heard of the philanthropic foundations that the wealthy have established, such as …

How to Retire Healthy, Wealthy and Wise

How to Retire Healthy, Wealthy and Wise “Early to bed and early to rise makes a man healthy, wealthy and wise.” We’ve all heard the quote, attributed most often to …

After the Retirement Party

It’s Friday afternoon, and you’re driving home from the retirement party of another co-worker. As you stare off into the distance, driving the comfortable, familiar route to home, you begin to …

Should You Take the Employee Buyout Option?

All around us, companies are restructuring. Maybe artificial intelligence (AI) and algorithms are taking over, maybe a new CEO comes in and changes everything, or maybe market conditions are forcing …

See Your Financial Future: Financial Planning

The goal of financial planning is to create the future you desire!  Abraham Lincoln’s famous quote says, “The best way to predict your future is to create it.” Do you dream …

Facing Retirement: Life After Making a Living

Are You Making a Living or Making a Life?  It’s often a time of stress and self-reflection when career minded individuals are suddenly faced with retirement. “I’ve learned that making …

Hammered into an Investment?

The Investment Services Toolbox: Avoiding “Maslow’s Hammer” “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.”  American …

Look at Who Can’t Retire at 55!

Rock Star Sammy Hagar can’t retire at 55, but maybe you can! Maybe you remember Sammy Hagar’s song “I can’t drive 55!” back in 1984 before he joined the music …

What Am I Supposed to Do Now?!

Let’s face it. Sometimes you can do everything right, and it still feels like you end up getting a raw deal. You want to scream your frustrations at the world. …

Keys to Creating an Estate Plan that Fits You

While an estate plan may certainly include legal structures that advantageously transfer wealth to the next generation, there are many other parts that are important for peace of mind and …

Which Is More Important, Health or Wealth?

Health and wealth are both very important concerns as we age.  As a wealth management firm here in Bloomington Normal, we are focused on the financial side of a successful …