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We are back! 

 Renovations are complete!  Come by and see us in our new setting at our Mt Jefferson Road location.  

                              1441 Mt Jefferson Rd.

                              West Jefferson, NC 28694

             

Understanding Today's Financial Environment

At LifeStore Investments, we realize that financial goals are unique to each individual. We take the time to get to know you and your investment goals. Whether you have your eye on college education funding, generating extra income or planning for your retirement, our Investment Team will help create a strategy that is just right for you.

We are in a market environment with lots of uncertainty. Your financial professional is experienced and has seen similar market fluctuations like this in the past. They can help you stay on course to continue on your path of meeting your financial goals. Please find the "Contact Us" button below if you have any questions or concerns.

LifeStore Investments Lobby Hours: 8 AM-5 PM, Monday-Friday 

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Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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