INVEST Financial Corporation, member FINRA, SIPC, is not affiliated with Family Trust FCU. Securities, advisory services and insurance products offered through INVEST Financial Corporation , a Registered Broker Dealer and Registered Investment Adviser and its affiliated insurance agencies are:·NOT NCUA INSURED · May Lose Value · No Credit Union Guarantee. This information is general in nature and should not be construed as tax or legal advice. INVEST Financial Corporation. does not provide tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security or insurance product and; 1.Representatives of a broker-dealer ("BD") or investment advisor ("IA") or insurance agency may only conduct business in a state if the representatives and the BD or IA or insurance agency they represent(a) satisfy the qualification requirements of, and are approved to do business by, the state: or (b) are excluded or exempted from the state's licensure requirements. 2.Representatives of a BD or IA or insurance agency are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquires that involve (a) effecting, or attempting to effect, transactions in securities or insurance products; or (b) rendering personalized investment advice for compensation. Financial Calculators are not intended to predict future investment performance. Actual rates will vary through time. Higher rates involve higher risks.


 

 

 

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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