Economic Turmoil in 2008... Is It Time to Panic? 2008 has been a tough year for investors. Learn what factors contributed to the current economic crisis, and what EVERY retiree should know about investing.
The High Cost of Low Coverage The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums.
Growth vs. Value Stocks Understanding the differences between growth and value stocks may help you better set your expectations for the stocks in your portfolio.
Cash Flow Analysis This Cash Flow Analysis form will help you weigh your income vs. your expenses.
College Funding Use this calculator to estimate the cost of your child’s education, based on the variables you input.
IRA Eligibility Use this calculator to determine whether you qualify for the different types of IRAs.
Impact of Inflation Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Contact Us
13843 West Meeker Boulevard
Suite 105
Sun City West, AZ 85375
Phone: 623.773.9099
Fax: 623.773.1881
Toll Free: 866.773.0419
Securities, advisory services, and certain insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA (www.finra.org)/SIPC (www.sipc.org), a Federally Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Prime Wealth Advisors. INVEST does not provide tax advice.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
