Welcome! This site is a wealth of information for your financial planning needs. It offers a variety of information sources such as newsletters, articles, calculators, and research reports.
It is our desire that a visit to here will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
This site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
As a valued customer, we are here to educate you about basic financial concepts, to help you learn more about who we are and what we can do to help you reach your financial goals, and to give you fast, easy access to market performance and data.
We hope you will visit us often and take advantage of the wealth of resources at your fingertips. For quick access, please add our site to your list of "favorites" in your Internet browser. Information is updated frequently and we don't want you to miss any developments in the area of personal finance.
If you have any questions, please call us at (864) 583-0963 or e-mail us at jeff@hortoninvest.net . We will be happy to help. We look forward to talking with you.
Newsletters
-
Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
-
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
-
HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
-
Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.