- Lombard / Downers Grove - We have moved... but not far!!
1431 Opus Place, Suite 200, Downers Grove, IL 60515
Phone: (630) 376-0510 Fax: (630) 261-2266
3201 S Meadowbrook Rd, Springfield, IL 62711-7045
Phone: (217) 698-6420 Fax: (217) 698-9390
4709 W. Golf Road, Suite 1120, Skokie, IL 60076
Phone: (847) 779-0687 Fax: (847) 679-9145
1730 Park St, Suite 211, Naperville, IL 60563
Phone: (630) 596-8000 Fax: (630) 596-8010
207 W. Jefferson Street, Bloomington, IL 60171
Phone: (217) 698-6420
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Learn when it may not make sense to file a claim on your home insurance.
Do your insurance needs stay the same when the nest empties?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, cracking the code on bonds.