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Taxes, Retirement and What’s Ahead in 2026May 5, 2026 -
Who Gets the Golf ClubsApril 30, 2026 -
Building a Balanced Year of Growth, Connection, and JoyFebruary 10, 2026 -
The Enduring Case for Global DiversificationFebruary 10, 2026 -
The Power of Tax-Efficient InvestingOctober 31, 2025 -
4 Key Truths That Lead to Investing SUCCESS
/in Family Wealth, Investing, Wealth Management/by Sharon Allen, CFP®,CTFAMany of us have heard the phrase, “Luck favors the prepared.” I suggest a different idea: “SUCCESS favors the prepared.” Every person defines success differently… whether it means the open doors of opportunity, personal accolades, a substantial financial foundation, wealth in the form of relationships. The one common theme among these varying definitions of success […]
Smart Tax Planning: A Primer on Tax Loss Harvesting
/in Investing, Tax/by Sharon Allen, CFP®,CTFAA key element to the effective management of your taxable investment portfolio is the implementation of “tax loss harvest” opportunities. While we know it is harvest time here in Central Illinois, this strategy has nothing to do with corn and beans and everything to do with your income taxes. We thought we’d take a moment […]
Sharon Allen named 2020 Athena Award Recipient
/in News, Women/by Sharon Allen, CFP®,CTFAThe Champaign County Chamber of commerce has named our very own Sharon Allen the 2020 Athena Award® recipient. She is the 32nd local recipient of the award, which honors individuals who assist women in reaching their full leadership potential; demonstrate excellence, creativity and initiative in their businesses or professions; and provide valuable service by devoting […]
Launching the Younger Generation to Financial Success
/in Family Wealth, Investing, Wealth Management, Women/by Sharon Allen, CFP®,CTFAThere are many personal finance activities that we engage in as adults that are almost second nature, from working to saving to borrowing and building credit. We’ve compiled some simple actions you can take (and when) to increase your child’s financial success as they mature. Grade School Age + 1. Encourage them to get experience […]
The “SMART” Way to Navigate Life’s Transitions
/in Estate Planning, Retirement, Transitions, Wealth Management/by Sharon Allen, CFP®,CTFAChange in life is inevitable – and so too are the periods of transition which big changes can bring. Whether you’re buying a home, having a child (or grandchild!), getting married, getting divorced, changing careers, or saying goodbye to a loved one – it is truly an understatement to say life is full of moving […]