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Client LoginUnderstanding 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
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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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
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.