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Understanding Today's Financial Environment

At LifeStore Investments, we realize that financial goals are unique to each individual. We take the time to get to know you and your investment goals. Whether you have your eye on college education funding, generating extra income or planning for your retirement, our Investment Team will help create a strategy that is just right for you.

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Helpful Content

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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What Is My Current Cash Flow?

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

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Jane Bond: Infiltrating the Market

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cycle of Investing

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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