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Old National - Indiana, Wisconsin, Michigan, Kentucky

One Main Street, Evansville, IN 47708

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Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries

2020/2021 Tax Season Guide

To ease some of the burdens of tax season, we’ve provided this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face. It will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season.

Of course, if you have additional questions about anything included in this guide, we’re just a phone call away. We look forward to working with you this tax season!

Investment Strategies

Whether your goal for investing is to pursue wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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Retirement Planning

Whether you're just starting to plan for retirement, well on your way to retiring or are already retired, our advisors will help you navigate through the process.

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Calculators

Saving for retirement? Planning to buy a new home? Investing for your family’s future? Our financial calculators can assist you in making informed decisions to pursue your financial goals.

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Helpful Content

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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