Financial Advisor: Greg Folmar

04/30/2021

New program. Forgives up to $40k in student loans over the first 3 years of purchasing a house. Read more if student loans are holding you back. Pretty slick.

Buy a home and pay off up to $40,000 in student loans. Find out if SmartBuy is the right move for you!

03/01/2021

Be weary of friendly advice.

‘It was only going to get worse, he proclaimed, and he had 40 years experience in the market.’

04/02/2020

Key Facts about the CARES Act. Check it out! (Can't leave out the disclosure page!)

07/03/2019

I have access to Flagg-Rochelle Park District Bonds! Call me for more info! 815-561-2603

Here's a fun disclosure for you as well!

Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.

07/27/2018

Thought this was a good short article. I've come across each of these and then some.

Paul Mele Head of Participant Engagement for BlackRock's Defined Contribution Group Paul goes over a list of common saving, investing and retirement planning pitfalls that you should avoid. For most people, retirement saving is something that you "learn on the job"-often without a lot of guidance or...

04/05/2018

Welcome all! I guess I'm going to Facebook it up.... which means a post every month or two haha... unless something really important happens.