Anna McCormick - Peterman Financial Group

07/14/2026

Organizing your finances shouldn't feel like a second job, but knowing exactly which financial documents to keep—and which to shred—is an important step to building real wealth. Read our latest guide to set up a stress-free document system you can actually stick to.

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

07/14/2026

Recent market volatility has many investors second-guessing their strategy. Open our full review for a data-driven look at the current economic landscape.

The latest quarterly market review is available.

07/11/2026

Building wealth isn't usually about making one perfect decision.

It's about consistently making thoughtful choices over time.

Wishing everyone a relaxing weekend from all of us at Peterman Financial Group.

07/04/2026

🇺🇸 Happy 4th of July from all of us at Peterman Financial Group!

07/01/2026

July is a month of activities, travel, and time spent with loved ones. It is a month where summer is in full swing, and folks are holding the remaining summer days as tightly as they can 🏖️🎆🌾

While you enjoy these summer days, reflect on what and WHO you work so hard for. While doing this, ask yourself, what financial decisions can be made to better life for these wonderful people around you?

We are always here to help! 217-546-0400.

Here is my why below....

This week, Peterman Financial Group was a sponsor for the Marcus Domask basketball camp at Williamsville High School, and my 7-year-old, Nora, was one of the 'Campers of the Day' and was ECSTATIC. Totally caught her off guard.

06/18/2026

What is a capital gain?

It is the profit that comes from selling a capital asset, such as stock, for more than the investor paid for it.

Long-term capital gains are assets that were held longer than one year. These are taxed at a more favorable rate which ranges from 0%-15% depending on your level of taxable income.

Short-term capital gains are assets that were held shorter than one year. These gains are taxed at your ordinary income rate.

If you have capital gains that you need help reviewing or just want to learn more, let us know! [email protected] or 217-546-0400.

06/18/2026

Big financial goals are rarely achieved through one perfect decision.

They're built through consistent habits, thoughtful planning, and small choices repeated over time.

Whether you're saving for retirement, planning for college, or working toward greater financial confidence, the decisions you make today can shape the opportunities you have tomorrow.

06/16/2026

Your emergency fund.

An emergency fund is what keeps a stressful moment from turning into a financial crisis.
Here’s what it does for you:

Covers the unexpected such as car repairs, medical bills, home fixes

Protects your long‑term goals so you don’t have to pull from retirement or investments

Gives you options so that job changes, moves, or life transitions feel less scary

Most people aim for 3–6 months of expenses, depending on their job stability and comfort level.

Emergency funds should go somewhere safe, accessible, and separate from your day‑to‑day spending.

06/11/2026

06/11/2026

What works for your neighbor may not work for you.

What works for a coworker may not fit your goals, timeline, risk tolerance, or family situation.

Financial planning isn’t about finding a one-size-fits-all solution.

It’s about creating a strategy that’s designed around your unique circumstances and objectives.

Because your future deserves more than a generic approach.