You work hard for your money, but is your money working hard for you?
By establishing and maintaining your financial goals, you will be able to learn and employ strategies to help protect what you have and preserve your wealth for future generations.
Let PLR Investment Services assist you in achieving your financial success. We hope you see the value of working with skilled professionals to pursue your financial goals.
Newsletters
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.