A Retirement Income Planning Firm

 
 
"Luck Is Not A Retirement Strategy.... Careful Planning Is"
 
 
 
The biggest financial challenge facing retirees is figuring out how to make their retirement next egg last as long as they do.  The problem is - most Americans don't have a plan to make that happen. 
 
Whether you're already retired, in the final countdown or just want to retire someday, having a plan for sustainable lifetime income is important.  Just "winging it" can often lead to harsh and sometimes irrevocable consequences while trying to squeeze extra income out of dwindling retirement assets.
 
Advisory Services offered through INVEST Financial Corporation 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

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