Are you new to our site? Please click here to view our welcome video!
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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Couples may be able to head off many of the problems in a marriage that money can cause.
For some, the social impact of investing is just as important as the return, perhaps more important.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tax preparation may be the perfect time to give the household budget a check-up.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.