Margaret Ward Financial Services Agent

07/13/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

07/09/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

07/07/2026

Thank you so much Jaime 💛

Reviews like this help us so much and are always a reminder that we never take your trust for granted.

07/06/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

07/05/2026

Hope everyone had a wonderful 4th!

07/04/2026

You face sequence of returns risk. Know what it is?

Link in stories!

07/02/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

06/29/2026

We just want people here all the time all summer!

📍900 Jorie Blvd
Ste 100
Oak Brook, IL 60523

06/29/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

06/25/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.