LS Investment Management is a financial services and investment management firm offering advice and guidance – with the personal attention that only an independent, locally owned company can provide. We make decisions based on the best interest of our clients.
We know life stages always change and we want you to be ready. Contact us if you are ready to take your next right step toward your financial goals.
Helpful Content
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.