Broker Check

Ask Mark and Cliff Anything!

Questions, Questions, Questions. Everyone has so many questions, but where can they go to get the answers?

We find a lot of people have questions, but they don't know where to turn and are afraid to call a professional because they do not want to pay a fee or are embarrassed. To help you get the answers you need, we offer our expertise by providing 20 minutes of our time for you to ask us anything under no obligation from you and in full confidentiality.

To request an "Ask Mark and Cliff Anything" session, fill out the contact us form and in the message section write "Ask Anything". We will call you to schedule a time. If you have an immediate issue, call the office at (309) 693-5760 and tell them you want to "Ask Mark and Cliff Anything" and they will work you into my schedule ASAP.

Others have asked these questions of us:

  • I have this old investment (annuity, stock, etc.) and I have not touched it for  years, I feel like I should be doing something with it.  What are my options?
  • Should I be saving/investing or paying off debt?
  • How will a divorce affect my money?
  • Do I need a will (or a trust)?
  • I just came into some money (inheritance, work bonus, sold my house, etc), what should I do with it?
  • I have US Gov't Bonds from when I was a kid, what should I be doing with those?
  • What percentage of my salary should I be putting into my 401K?
  • Should I be using a Traditional 401K or a Roth 401K?
  • How do I get started investing?
  • I hate my job and need to get out.  Can I afford to make a change?
  • How can I save enough money to make a major purchase (house, car, boat, RV, etc.)
  • Is there a way to reduce what I pay in taxes every year?
  • How can I protect my assets and plan for the transfer of wealth to my kids (grandchildren, charity, etc)?
  • What types of insurance coverage do I need ?
  • How can I fund my children's education?
  • How can I navigate complex financial situations like divorce or the loss of a spouse?
  • What is the optimal Social Security claiming strategy for my situation?
  • How can I plan for long-term care and retirement healthcare expenses?
  • As a business owner, how do I start a retirement plan for myself and my employees?
  • What are the best strategies for minimizing investment risks and diversifying my portfolio?
  • How do I get income for the rest of my life?

*Please remember, Benjamin F. Edwards does not provide tax or legal advice; therefore you should consult with your legal or tax professional for information specific to your individual situation