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Insights

Business Succession Planning: Built to Last vs. Built to Transfer

David Phipps | Jun 28, 2026
Categories
Finance
Retirement
Estate Planning
Family
Investments

The Estate Plan That Looks Complete on Paper

David Phipps | May 28, 2026
Categories
Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments
A young woman vacuuming her apartment with headphones on and dancing.

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

David Phipps | Dec 1, 2025
Categories
Retirement
Investments
Savings
Pocket watch nestled in the sand of a beach at sunset

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

David Phipps | Dec 1, 2025
Categories
Finance
Investments
ripples-in-the-sand-tower-of-symmetrical-rocks

Rethinking Retirement: Why True Wealth Is More Than Money

David Phipps | Dec 1, 2025
Categories
Retirement
Lifestyle
Health
Family

Mattoon Office

808 Broadway Avenue East
Mattoon, IL 61938 

Casey Office

918 IL-49
PO Box 369
Casey, IL 62420

Contact Info

Phone: 888-865-9704
Email: info@firstneighborwealth.com
 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Neighbor Bank and First Neighbor Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Neighbor Investments, and may also be employees of First Neighbor Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First Neighbor Bank or First Neighbor Investments.

Please be advised that First Neighbor Investments does not accept trade orders and/or instructions regarding your account via e-mail, voicemail, text, fax or alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the internet is not secure or confidential. LPL reserves the right to monitor all e-mail.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited.

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