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Welcome To Honor Investment Services

At Honor Investment Services, we understand that individuals face unique challenges as they prepare for retirement and beyond. Our team of financial representatives can help take the mystery out of preparing for tomorrow. Whether your goal is simply preparing for retirement, college savings, or even estate strategy, our personal, one-on- one service focuses on your needs, wants, and financial goals.

You’ll find that our site is filled with educational videos, informative online presentations, current articles, financial calculators and more! It’s not a just a website, rather a learning center designed to help you better position yourself financially for tomorrow. We encourage you to explore our site and learn about all our services. Feel free to email us at [email protected] or give us a call at 800.442.2800 to schedule a complimentary consultation.

Helpful Content

The New Red Scare: Chinese Ownership of U.S. Debt

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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