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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
How Income Taxes Work
A quick look at how federal income taxes work.
One way to find money is to examine your current spending habits and eliminate money wasters.
How literate are you when it comes to your finances? Brush up with these five basics.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
It sounds simple, but paying yourself first can really pay off.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
For women, retirement strategy is a long race. It’s helpful to know the route.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?