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"A Retirement Planning & Asset Management Firm"
Advisory Services offered through INVEST Financial Corporation

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

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Market Watch

July 04, 2009 @ 01:33 AM

Dow Jones Industrials	8,280.74	- 223.32
Nasdaq Composite	1,796.52	- 49.20
S&P 500	896.42	- 26.91

[ Markets | Charts | Quotes | Portfolio ]

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