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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Calculating your potential Social Security benefit is a three-step process.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Important items to consider when purchasing condo insurance.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
Smart investors take the time to separate emotion from fact.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Agent Jane Bond is on the case, infiltrating the world of bonds.
There’s an alarming difference between perception and reality for current and future retirees.