Welcome to Investment Designers, Inc.
Investment Designers offers people in our communities a full range of financial products and services. Our associates believe that investment management, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. And companies of all sizes should have access to high-quality retirement plans and educational materials for their employees.
Making the most of surprises is a great reason to work with us.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The uncertainties we face in retirement can erode our sense of confidence.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
It's important to understand how inflation is reported and how it can affect investments.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Women must be ready to spend, on average, more years in retirement than men.
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.