The Retirement Planner / LR Financial

The Retirement Planner / LR Financial Educating people on preparing, planning and managing their retirement. Many issue they will encounte Advisor is not licensed in all States.

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. LR Financial Services is not owned or controlled by the CFD Companies.

10/09/2026

Thinking about a prepaid debit card? Consider the pros and cons.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

The market is as unpredictable as the weather. We’re here to help you prepare.
10/07/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

10/05/2026

Could you find acres of diamonds in your own backyard? Watch this video.

Do you know the risk factors that can lead to cognitive decline?
10/02/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
09/30/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

The truth is a little more complicated with these personal finance idioms.
09/28/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

09/25/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

09/23/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
09/21/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

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Rockford, IL
61114

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Tuesday 9am - 5pm
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