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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

How the Federal Reserve Works

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.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

College Savings

College Savings

See how much you may need to save now to cover future college costs for your child.

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

6 Ways to Stay Ahead of Rising Retirement Costs

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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