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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 Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding how capital gains are taxed may help you refine your investment strategies.
Knowing your options when a CD matures can help you make a sound investment decision.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A look inside the U.S. government's statistics on household net worth.
It's important to understand how inflation is reported and how it can affect investments.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
There are things you can do to keep yourself safe when you lose your wallet.
It's easy to let investments accumulate like the junk in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.