Eyes on Your Own Money
Eyes On Your Own Money The other night my family did something so 2019. We went out. Together. In public! Specifically, we attended a school function, live and in person. …
Why You Need a Financial Planner and an Investment Advisor for Retirement
I’d like to explain what I feel are the two most crucial roles to actually helping people achieve their financial goals: financial planning and investment management. While a financial planner and an investment advisor may be the same individual, ideally they each fulfill two separate purposes.
Best Investment Firm and Financial Planner: McBeath Financial Group Chosen Again!
Best Investment Firm and Financial Planner: McBeath Financial Group Chosen Again! Pantagraph Reader’s Choice Awards for 2019 announced that once again we were chosen for two first place awards! Central …
Don’t Buy an Annuity Before Reading This!
Before You Buy an Annuity, You Need to Know This! Purchasing an annuity might be a huge mistake for you! I’m not saying annuities are bad products. In fact, I …
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 Fear Putting Your Financial Plan at Risk?
Is Fear Putting Your Financial Plan at Risk? Some say the old mansion is haunted, and I live just down the road from it! It’s the Duncan Manor, a historic …
This Financial Advisor’s Hurricane Encounter Reveals Investment Insights
In The Path of Hurricane Michael, Here’s This Investment Advisor’s Insights As an Investment Advisor, located in Bloomington/Normal IL, the biggest danger I face on a daily basis is a …
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 …
Non-Covered Medical Expenses; Good Investment or Not?
From a money management perspective, how is it possible that paying for medical care out of pocket can be a smart investment? As we well know, health insurers are huge …
Improving Portfolio Performance with Asset Allocation
One of the most important decisions for your investment portfolio is your choice of asset allocation. Asset allocation refers to how a portfolio is divided up among the various types …
Financial Focus on Liquid Money Options with Julie Workman of Mid-Illini Credit Union
How important is low-risk, short-term, liquid money to the success of a financial plan? When financial planning with clients, I place strong emphasis on having the availability of adequate funds …
How “Safe” is Your “Safe Money?”
One day I was talking with a lady who shared with me she had been busy digging money out of her parent’s back yard and from under their porch!! I …