Anna McCormick - Peterman Financial Group

10/19/2026

Anna and I recently attended an Illinois Women in Business Luncheon where the speaker shared an important message about dementia and how we can do a better job of including individuals living with dementia in our communities.

This topic is especially close to my heart because of my grandma, Mary Claire Haugh. Experiences with the people we love remind us how important it is to lead with compassion, patience, and understanding, and to remember that every person deserves to feel valued, included, and connected.

Financial planning isn't just about building wealth or preparing for retirement. It's also about preparing for life's unexpected challenges and making sure the people we love are protected.

Planning ahead can include:
• Reviewing estate planning documents, powers of attorney, and healthcare directives.
• Organizing financial accounts and important documents so trusted individuals can help when needed.
• Having conversations with loved ones about future wishes and care preferences.
• Creating a plan that protects financial independence, dignity, and peace of mind for as long as possible.

Just as importantly, we can all help make our communities more welcoming by continuing to include, support, and connect with those living with dementia and their families.

Thank you to Illinois Women in Business for hosting such a meaningful conversation!

09/30/2026

09/29/2026

Happy National Coffee Day!

09/25/2026

The most valuable asset in your portfolio may not be something you can measure on a statement.

It may be the people helping you make sense of the decisions behind it.

At Peterman Financial Group, financial planning is about more than investments. It is about understanding your goals, asking the right questions, and building a strategy that reflects the life you are actually planning for.

Because good advice is not just about the numbers.

It is about the relationship behind them.

09/10/2026

🚨 VOTING STARTS TOMORROW… AKA 1 AM TONIGHT! 🚨

We’re so excited to support one of our own!

🌟 Maggie is nominated for Best of Springfield!

Voting opens at 1 AM tonight, and we’d love your help showing Maggie some love! 🗳️✨

Please take a minute to VOTE FOR MAGGIE! Every vote means so much, and we’re incredibly proud to have her representing our PFG family.

LET’S GO, MAGGIE!

09/09/2026

🏈 NFL IS BACK! 🏈

Football season is officially here and just like on the field, having the right game plan matters.

Don’t let retirement mistakes tackle your financial future.

From tax mistakes and high fees to simply not having a plan, the wrong moves can cost you valuable yards when it comes to retirement.

At Peterman Financial Group, we’re here to help you build a game plan, avoid costly mistakes, and keep moving toward the end zone.

Your retirement deserves a winning strategy.

Now let’s enjoy some football! 🏈

08/07/2026

It's easy to feel confident when markets are doing well.

The real value of a financial plan often becomes clear during periods of uncertainty.

A thoughtful strategy can provide perspective when headlines are changing, helping you evaluate financial decisions through the lens of your long-term goals rather than short-term market activity.

08/06/2026

The hardest financial question isn't, "What do I want?"

It's, "Am I making today's decisions in a way that supports tomorrow's goals?"

Whether you're preparing for retirement, planning for future healthcare needs, or thinking about the legacy you'll leave, each decision becomes part of a much larger picture.

A thoughtful financial strategy helps connect today's choices with tomorrow's priorities.