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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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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.

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At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate the future value of your current savings.

This calculator can help you determine how soon you can pay off your mortgage.

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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