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iMoney

One survey found that 47% of current retirees had to retire earlier than they expected.¹
¹ Source: 2009 Retirement Confidence Survey, Employee Benefit Research Institute

Some of the best financial concepts are learned in small, bite-size pieces.

Our library of iMoney ideas is built on the concept that short lessons can teach a lot about personal finance. Click on one of the items below and watch a quick movie that will show a financial concept. Click on the iMoney with the and you'll get to add your own ideas to the movie.

Retirement Vision
Is your picture out of focus?

Inside an Annuity
Immediate or deferred: There's no right answer

The Latte Habit
How little things can add up over time

The $300,000 Baby
The price on your investment from cradle to college

Retirement Confidence
Does your confidence rise and fall with the stock market?

The Value of a Bond
How interest rate changes influence bond prices

You, Inc.
Would you invest in this company?

Which Bank Would You Go To?
Identifying potential risks in your financial strategy

The 75% Factor
How much money will you bring to retirement?

Robert & Richard Stites are Registered Representatives of and offer securities products & services through INVEST Financial Corporation, a registered broker-dealer and Member FINRA/SIPC. INVEST is not affiliated with Stites Financial LLC or Executive Wealth Management LLC.

Robert and Richard Stites are also separately registered as investment advisor representatives. Advisory Services offered through Executive Wealth Management LLC, a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Michigan.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

INVEST Financial Corporation’s Privacy Policy

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.