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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
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Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
How Income Taxes Work
A quick look at how federal income taxes work.
Planning Your Legacy & Your Family’s Financial Future
Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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.