Understanding Today’s Financial Environment
Welcome, I’m Kevin Moore, a financial consultant in Bloomington, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (309) 826-3203.
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How Stocks Work
Understanding how a stock works is key to understanding your investments.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Learn when it may not make sense to file a claim on your home insurance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Purchasing homeowners insurance is critical for protecting your home.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations? Here are three tips.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Smart investors take the time to separate emotion from fact.