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.
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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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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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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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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.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Calculators
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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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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.