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
-
A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
-
Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
-
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
-
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
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.