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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A look inside the U.S. government's statistics on household net worth.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tax preparation may be the perfect time to give the household budget a check-up.
An increasing number have been developed to help individuals with their personal finances.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
With alternative investments, it’s critical to sort through the complexity.
When do you need a will? The answer is easy: right now.
Three things to consider before dipping into retirement savings to pay for college.