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.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
09/02/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
08/31/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Do you know how missing the best and worst market days might affect your portfolio?
08/28/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
08/26/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
08/24/2026

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.

You can help ensure that losing your wallet doesn't turn into something bigger.
08/21/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

These 6 things might make your next return a prime target for an IRS audit.
08/19/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
08/17/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Concerned about identity theft? Some things to leave at home.
08/14/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
08/12/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Address

Rockford, IL
61114

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when The Retirement Planner / LR Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Retirement Planner / LR Financial:

Shortcuts

Share

Category