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.
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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
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?