Welcome to InvestHER Fiduciary Solutions! We are your dedicated partners in achieving financial success, offering a comprehensive range of services tailored to meet your unique needs. Whether you are an individual looking for expert investment planning, a business seeking retirement plan fiduciary services, or an ambitious entrepreneur looking to grow and scale your business, we have you covered.
Our team of seasoned professionals brings a wealth of experience and a client-centric approach to the table. We take the time to understand your goals, aspirations, and challenges to craft personalized strategies that align with your vision. From investment management and retirement planning to risk assessment and tax optimization, we offer holistic solutions that lay the groundwork for a secure and thriving financial future.
As specialists in 401k fiduciary services, we understand the importance of protecting your retirement assets for the benefit of your plan participants. Rest assured, our fiduciary duty is at the core of everything we do, ensuring that your financial interests are always prioritized.
At IFS, we believe that every dream is worth nurturing, and every milestone deserves proper planning. Join us on this journey towards financial independence and RETIRE WITH CONFIDENCE. Let's build your tomorrow, today.
Newsletters
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.