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Financial Resources

We want to make investing easy and understandable for you!

Check out our Investing toolkit for essential and helpful resources including articles, checklists, toolkits, and calculators!


Articles
Budgeting for Truly Golden Years
529 Plans: The Basics
Borrowing From An Employee Sponsored Retirement Plan
Matching retirement contributions: Don’t turn down free money
Life Insurance: What Type is Right For You?
Roth IRA
Rules for Early Withdrawal from a Retirement Fund

Toolkits
The Basics of Investing

Checklists
Estate Planning Checklist
Making the Most of Your Lump Sum Checklist

Calculators
What is the yield on my portfolio?
How can I save a million dollars
What is my investment yield?
What is my future value worth today?

What will my investment be worth in the future?

How much could I save over time?
What savings amount should I start with?
How much should I save each month?
Which is better for me, a Traditional IRA or a Roth IRA?
How much will my Traditional IRA be worth at retirement?
How much will my Roth IRA be worth at retirement?
How long will my retirement savings last?
What rate do I need to support my retirement?
How much do I need to fund my retirement?
How much can I spend each month in retirement?
What is the long-term impact of increased return?

INVEST Financial Corporation and its insurance agencies offer securities, advisory services and certain insurance products.

The information provided by these calculators is intended for illustrative purposes only and is not intended to purport actual user-defined parameters. The default figures shown are hypothetical and may not be applicable to your individual situation. Be sure to consult a financial professional prior to relying on the results. The information provided by these resources are intended for educational purposes only and are not intended to be used in lieu of consulting with a financial advisor, attorney or tax professional.

Registered representatives of INVEST Financial Corporation, FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with other entities named. Products and services offered through INVEST *Are not NCUA insured *are not guaranteed by any Credit Union * may lose value.

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