Kingsview Partners - Josh Farley + Alisha Warren

Kingsview Partners - Josh Farley + Alisha Warren Kingsview Partners | Wealth Managers Josh Farley + Alisha Warren operate their independent practice in Mt. Carmel, Illinois

Josh Farley, AAMS®

Josh Farley, an Accredited Asset Management Specialist (AAMS®), is dedicated to helping clients achieve their financial dreams. With 23 years of experience at Edward Jones before joining Kingsview Partners, Josh is known for his honesty and commitment to his clients. His practice is supported by a service-minded team who treat clients as they would expect to be treated. Josh’s

background in financial services has honed his skills in logistics and problem-solving, which he applies to help clients overcome financial challenges and build lasting relationships. He believes in a life filled with stories and experiences, rather than material possessions. Outside of work, Josh enjoys spending time with family and friends, traveling to historic locations, and renovating classic cars and homes with his wife, Jen. They have been married for 26 years and have four children. Alisha Warren

Alisha Warren, with a BS in Accounting from Millikin University, brings over 10 years of experience from Edward Jones to Kingsview Partners. Her career has always been rooted in helping others, from human resources and OSHA safety coordination to tax accounting for various entities. Alisha is committed to personal growth, often stepping out of her comfort zone to improve herself and her practice. She excels in problem-solving, exploring every avenue to meet her clients’ financial needs and goals. Alisha values educating her clients, especially during challenging times, providing them peace of mind so they can focus on what truly matters. In her free time, Alisha enjoys traveling, collecting vinyl records, and reading historical fiction. She has been married to her husband, David, for 10 years, and they have two children and four rescue pets.

A 401(k) can run for years on choices made during one rushed enrollment.The contribution rate may still be the default. ...
09/04/2026

A 401(k) can run for years on choices made during one rushed enrollment.

The contribution rate may still be the default. The investment may be the fund selected when you were hired. The beneficiary may reflect a life you no longer live.

National 401(k) Day is a reason to open the account and check what is actually happening inside it:

• How much of each paycheck is being contributed?
• Are you receiving the full employer match available to you?
• Where is the money invested?
• Who is named as beneficiary?

This September, Ask Her is answering the questions that matter at three different stages: getting started, making the plan work harder, and preparing to use the account in retirement.

Your balance tells you what is there. These settings help determine what happens next.

On Monday, the markets will be closed, BBQs open, but smart money never takes a day off! 🔥 In observance of Labor Day, ...
09/04/2026

On Monday, the markets will be closed, BBQs open, but smart money never takes a day off! 🔥

In observance of Labor Day, we’re taking a moment to honor the spirit of hard work and dedication that keeps our world turning (and our grills sizzling). Our office will be closed Monday and will resume normal business hours on Tuesday, September 8th.

This event is open to the community. If you're interested in learning more about tax efficient giving for St. Mary's sp...
09/03/2026

This event is open to the community. If you're interested in learning more about tax efficient giving for St. Mary's specifically OR any other non-profits you like to support, come on by.

Planning a Roth conversion in a year you also owe a required minimum distribution? Order matters.The RMD comes out first...
08/27/2026

Planning a Roth conversion in a year you also owe a required minimum distribution? Order matters.

The RMD comes out first. Every time. That amount can't be rolled over or converted.

Once it's satisfied, you can convert additional pretax dollars. The converted amount generally lands in this year's taxable income, and it shifts more of your wealth toward assets that can grow tax-free.

That decision reaches past April: future RMDs, retirement income, and whether your beneficiaries inherit taxable assets or tax-free ones.

Before year-end, ask yourself: am I making this decision for this year's tax bill, or for the plan behind it?

We tried to take a photo yesterday for National Dog Day. As always, it's nearly impossible for us all to take a good ph...
08/27/2026

We tried to take a photo yesterday for National Dog Day. As always, it's nearly impossible for us all to take a good photo together because we can't stop laughing. We have such a great team and we have SO much fun together. It should also be noted we just celebrated our second anniversary with Kingsview last Sunday and we couldn't be happier with our decision to work in partnership with them.

Since today is National Dog Day - we thought it would be fitting to post a picture of this happy guy to celebrate. Stev...
08/26/2026

Since today is National Dog Day - we thought it would be fitting to post a picture of this happy guy to celebrate. Steve is our branch Furr-duciary and he's being chauffeured around in style.

Four numbers worth knowing if you already have a trust.$15 million: the 2026 federal estate and gift tax exclusion per i...
08/20/2026

Four numbers worth knowing if you already have a trust.

$15 million: the 2026 federal estate and gift tax exclusion per individual.�
�
$19,000: the 2026 annual gift-tax exclusion per recipient.�

10 years: how long many non-spouse beneficiaries have to empty an inherited retirement account.��

3 years: how long transferred life insurance can be pulled back into the insured's gross estate.

Each one can quietly change how your trust performs: its tax assumptions, its gifting provisions, who inherits your retirement accounts and how fast.

Your trust may not have changed. The rules around it have. When did you last review yours?

Check out this crazy crew at the Chamber of Commerce Lemon Shake-Up Stand yesterday!
08/14/2026

Check out this crazy crew at the Chamber of Commerce Lemon Shake-Up Stand yesterday!

A will and a trust do different jobs. Most women need both.A will names who gets certain property after your death. It's...
08/13/2026

A will and a trust do different jobs. Most women need both.

A will names who gets certain property after your death. It's also the only place you can nominate guardians for minor children.

A trust does its work sooner. It holds property while you're alive, lets someone you choose step in if you can't manage things yourself, and controls when your beneficiaries receive what you leave them.

One catch: it only governs assets that have been transferred into it. A trust that owns nothing controls nothing.

So, what job does each one do in your plan?

This August, Ask Her is talking about trusts, and where legacy plans quietly fall out of sync.Here's why: no single docu...
08/06/2026

This August, Ask Her is talking about trusts, and where legacy plans quietly fall out of sync.

Here's why: no single document controls your legacy. ��

1) Your will directs probate assets.
2) Your trust controls only what you've put in it.
3) Retirement accounts and life insurance follow their beneficiary forms. �
4) Your home passes based on how the deed is titled.

Four sets of instructions. If they aren’t aligned, the conflict arises only after you’ve passed, and your wishes cannot truly be honored.

That gap matters, especially for women.

So before this month's resources arrive, ask yourself: do my documents, asset titles, and beneficiary forms all agree?

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226 North Walnut Street
Mount Carmel, IL
62863

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