The Retirement Planner / LR Financial

The Retirement Planner / LR Financial Educating people on preparing, planning and managing their retirement. Many issue they will encounte Advisor is not licensed in all States.

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. LR Financial Services is not owned or controlled by the CFD Companies.

06/01/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

The sooner you begin investing, the longer your money can work for you.
05/29/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
05/27/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

How literate are you when it comes to your finances? Brush up with these five basics.
05/25/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
05/22/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
05/20/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
05/18/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/15/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
05/13/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
05/11/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

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Rockford, IL
61114

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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