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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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Presentations

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Helpful Content

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Your Social Security Roadmap

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

 

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Are You Using the Right Technology?

Discover how the right team & technology boost client success.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

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Annuity Comparison

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

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Monthly Budget

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

Rent vs Buy Calculator

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Stay Safe with a Business Owner's Policy

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

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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