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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
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.