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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 Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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How to Make the Tax Code Work for You

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Weighing the Benefits of Prepaid Debit Cards

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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.

It Was the Best of Times, It Was the Worst of Times

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What You Need to Know about Tax-Loss Harvesting

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Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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

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See how long your current savings might last if a disability interrupted your income.

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Stay Safe with a Business Owner's Policy

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

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Agent Jane Bond is on the case, cracking the code on bonds.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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