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We are back! 

 Renovations are complete!  Come by and see us in our new setting at our Mt Jefferson Road location.  

                              1441 Mt Jefferson Rd.

                              West Jefferson, NC 28694

             

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.

We are in a market environment with lots of uncertainty. Your financial professional is experienced and has seen similar market fluctuations like this in the past. They can help you stay on course to continue on your path of meeting your financial goals. Please find the "Contact Us" button below if you have any questions or concerns.

LifeStore Investments Lobby Hours: 8 AM-5 PM, Monday-Friday 

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Helpful Content

Tips for Improving Your Financial Health into Retirement

Tips for Improving Your Financial Health into Retirement

Here are ten key steps to help improve your financial health and make the most of your retirement years.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

How to Talk with Family About Retirement and Financial Plans

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Retirement Income 101: Tax-Efficient Withdrawal Strategies

Not sure how to shift from saving to spending in your golden years? Learn these tax-savvy retirement withdrawal strategies.

To choose a plan, it’s important to ask yourself four key questions.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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