IPI Wealth Management - Neenah

10/15/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/13/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/08/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/06/2026

October is National Financial Planning Month—a timely reminder that steady, thoughtful planning matters, especially when market volatility is top of mind.

Keep coming back throughout the month for planning principles that can help keep long-term goals in focus. Contact our team to learn how our holistic support can strengthen your financial future.


The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

10/01/2026

Estate planning is an important part of a thoughtful financial strategy—not only for retirees or high-net-worth households, but for people at every stage of life.

During National Estate Planning Awareness Month, we are sharing a quick quiz to help you evaluate your readiness for the uncertainty of the future.

Swipe through this month’s quiz, then consider: are you ready for the future?


The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

09/29/2026

The Federal Reserve (Fed) concluded its September 2026 meeting by increasing interest rates a quarter point to 3.75%–4.00%. But what does this mean for everyday Americans’ finances? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

09/09/2026

Fox Valley friends — would you help with a quick local market-research survey about small events and gathering spaces? It takes about 5 minutes, and I'd really appreciate your input. Feel free to share! This is for a local entrepreneur who is a friend and colleague who could really use some insight from the masses. Thanks so much for your help. ~Christine

We’re gathering feedback about small private events and gathering spaces in the Fox Valley area. This short survey is intended to better understand how local residents host events such as showers, birthdays, celebrations, graduations, family gatherings, small weddings, meetings and other events of...

09/04/2026

Labor Day is a time to recognize the dedication and hard work that drive our communities and businesses forward.

At IPI Wealth Management, we are grateful for the independent financial advisors we support and for the commitment they bring to serving their clients, building lasting relationships, and creating sustainable practices.

In observance of the holiday, our Decatur office will be closed Monday, September 7. We will reopen Tuesday, September 8, ready to continue providing holistic advisor support, compliance guidance, operational resources, and technology solutions.

We wish you a safe, restful Labor Day weekend with time to recharge and enjoy what matters most.
The information presented is for educational purposes only. There is no recommendation to invest in any particular type of security. All securities come with risk and only after discussing your situation with a licensed professional should you invest.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado Street, Decatur, IL 62522. 217-425-6340.

09/03/2026

Voting ends tomorrow at 11:59pm. Please Vote for Neenah!!

07/02/2026

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history, service, and shared values that shape our country! We wish each of you a memorable holiday with family and friends.

Please note that our office will be closed on Friday, July 3rd, in observance of Independence Day. We will reopen and return to regular business hours on Monday, July 6th.