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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Here are 4 great, and sometimes unexpected, places to raise a family.
When you’re married and have children, insurance needs will be different.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
For women, retirement strategy is a long race. It’s helpful to know the route.
What is your plan for health care during retirement?
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
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.