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Welcome, I'm Tim O'Connor, an LPL Financial Advisor in Quincy, IL . My entire team here at O'Connor Wealth Management realizes there are many other financial advisors you could work with, but I strongly believe that what we're doing here and what we stand for is unique. If you are looking for financial advice when planning for your retirement, saving for your children's college education, or just gaining more confidence in your financial situation, it is vital to receive professional financial advice and service.
The vision of this business is to employ thoughtful, value-based financial planning and investment advice to help people protect what they already have, multiply their investments, pass some to the next generation, and hopefully plan for giving a portion to charity. My passion for this business, born from my personal experience, is what makes my firm unique. On behalf of our whole team here O'Connor Wealth Management, I appreciate the opportunity to serve you.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
In the face of divorce, making changes to insurance coverage may be overlooked.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This worksheet can help you estimate the costs of a four-year college program.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are things about Social Security that might surprise you.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.