Sharon Allen named 2020 Athena Award Recipient

The 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

There 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 […]

Raising Financially Sound Kids

The vast majority of children are destined for a financial future that differs little from that of their parents. Research has found that the financial future of younger generations can sometimes even be worse due to a combination of societal influence and last of intentional “fiscal training”. You can change that.

The Boomerang Generation – Planning for the Unplanned

Nearly double the number of 25- to 35- year-old Millennials were living with their parents in 2016 than their Silent Generation counterparts in 1964.1 In fact, the percentage of 18- to 34-year-olds living in their parents’ home grew from 26.0% in 2005 to 34.1% only ten years later. Of this group, 1 in 4 are […]

Sharon Allen’s article published by Financial Advisor Magazine

Financial Advisor Magazine, a national publication serving the advisory community, published an article written by Sharon Allen on understanding the squeeze a sandwich generation woman experiences and how advisors can help. Check out the full article here https://swmi.co/fa-sangen. To read her full white paper “Caught in the Middle: How Does the Sandwich Generation Woman Not Get […]