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Financial Freedom

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Unlock A Future

You Deserve

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Planning For A

Financially

Secure Future

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Welcome to Investment Planners, Inc.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck