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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are 4 great, and sometimes unexpected, places to raise a family.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Couples may be able to head off many of the problems in a marriage that money can cause.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
Have you found yourself suddenly single? Here are 3 steps to take right now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.