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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 info@honorinvestmentservices.com or give us a call at 800.442.2800 to schedule a complimentary consultation.

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

Retirement Plan Distributions

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

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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?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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