Remlinger Financial Group

Remlinger Financial Group Margaret Remlinger is the founder and principal of Remlinger Financial Group.
*Please see https://www.remfinancial.group/ for full disclosures

Margaret Remlinger is the founder and principal of Remlinger Financial Group. The cornerstone of her firm’s philosophy is that clients come first, a viewpoint she learned when she began working in her father’s firm. She understands that talking about financial matters is difficult for many people, so from the first meeting clients see a relationship being formed that is built on mutual respect, tr

ust and integrity. Margaret helps clients assess their current financial situation realistically, define their goals for the future in the context of their personal values, and then develops a comprehensive strategy to help clients meet those goals. She makes sure her clients understand every piece of their financial plan before implementing any steps. While she focuses on all aspects of comprehensive planning: savings and investment plans, insurance planning, and estate planning, she specializes in retirement distribution planning. Her years of financial experience provides clients with the objective advice that meets their specific needs. She developed her financial planning background with a family insurance agency for five years before broadening her products to include investment vehicles. She was recruited by a national brokerage firm as a junior investment representative and, after reaching the level of Senior Investment Advisor, she opened her own financial services firm, the Remlinger Financial Group. As an independent advisor, she is not obligated to any specific financial product or tools; she is able to draw from a wide range of financial resources and choose what is in her clients’ best interests. Margaret Remlinger, has achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation. The CFP® Board and the CERTIFIED FINANCIAL PLANNER™ certification is held as the standard of excellence in the financial planning industry. She holds the designations of Chartered Life Underwriter and Charter Financial Planner. She is licensed for Life & Health Insurance, and holds her investment licenses for series 6, 7, 63, and 65 which allows for fee based financial planning. Margaret has a Bachelor of Science Degree in Business. Margaret frequently appeared on First Business, a nationally syndicated business talk show, during the time it was broadcast in Chicago. Her husband, Jeff, who is also her business partner, is active in community organizations. Margaret and Jeff have three adult children and their fourth, the bonus baby, keeps them busy with her middle school activities. They are also active participants in their church. Margaret enjoys gardening, and listening to music, especially when helping Jeff cook.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
05/13/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Check out this video on taxes.
05/11/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Your insurance needs don’t stay the same when the nest empties, but what changes?
05/08/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Generate income and rebuild principal. A powerful one-two punch.
05/06/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Did you catch the 2-minute CIO update from AssetMark's Christian Chan this month? He continues last month's discussion a...
05/06/2026

Did you catch the 2-minute CIO update from AssetMark's Christian Chan this month? He continues last month's discussion about how you should approach investing during a conflict like the Iranian war.

‼️Main Takeaways‼️

👉Markets focus on whether earnings changes are lasting or temporary.
👉Higher oil prices may slow future economic growth, but markets currently view it as a temporary disruption.
👉The AI super cycle is a powerful offset to the Iran war with heavy investment driving multi-year growth.

The bottom line: “The more reliable approach to building long-term wealth is to stay disciplined to your long-term investment strategy.” — AssetMark CIO, Christian Chan

Click to watch the full video - it's only 2 minutes and full of information that can help you make sense of this uncertain time!

Vidyard video

If you're confused about Social Security or Medicare, join us at the Coal City Library on Wednesday 5/9/26 from 6 - 7:30...
05/05/2026

If you're confused about Social Security or Medicare, join us at the Coal City Library on Wednesday 5/9/26 from 6 - 7:30 for a free educational event hosted by Jeff & Margaret Remlinger.

We believe that you shouldn't be overwhelmed when planning for the future - which is why we created these informative sessions that explore the essentials of Social Security and Medicare.

You'll learn:
➕The right time frames to maximizing benefits
➕How to protect yourself from penalties
➕Where to find the resources that can help you most
➕And so much more!

Learn everything you need to know to walk away feeling confident and prepared.

ADDRESS:
Coal City Library
84 N Garfield St.
Coal City, IL 60416

To Register:
• Call: Barb Hnat 815-782-7619 Ext 2
• Email: [email protected]

What did it take to become the richest man in Babylon?
05/04/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
05/01/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Second homes have unique risks and insuring them is different than a primary home.
04/29/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

SAVE THE DATE! Confused about Social Security or Medicare? Join us at the Morris Library this Wednesday, 4/29, from 6 - ...
04/27/2026

SAVE THE DATE!

Confused about Social Security or Medicare? Join us at the Morris Library this Wednesday, 4/29, from 6 - 7:30.

Planning for the future doesn’t have to be overwhelming! This free, informative session explores the essentials of Social Security and Medicare. You'll learn:
✔️The right time frames to maximizing benefits
✔️How to protect yourself from penalties
✔️Where to find the resources that can help you most
✔️And so much more!

We're breaking it all down in a clear, easy-to-follow way, so you'll walk away feeling confident and prepared.

When: April 29, 2026
Topic: Social Security & Medicare
Time: 6:00pm-7:30pm
Place: Morris Library - 604 Liberty Street - Morris, IL 60450

Address

27575 Ferry Road
Warrenville, IL
60555

Telephone

+18157827619

Website

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