Individual Financial Services

Private Wealth Management Since 1971

 

Welcome to Individual Financial Service’s Web Site.  Please feel free to explore this site to gain a better understanding of IFS and how we help our clients plan for and meet their financial goals and objectives.

 

Since 1982, IFS has endeavored to help clients meet their financial goals by developing long-term relationships that are not only professional, but also lifetime friendships.

 

It is with this mission in mind that we commit to providing only the highest level of personalized service and seasoned advice, tailored for each and every client.

 

The purpose of this site is threefold…

 

  • First, we want to give our clients a place to go to find out what is happening at IFS and to have an easy way of communicating with us, at your convenience.
  • Second, we want you to have access to the latest information available regarding your account and us in a centralized location.
  • Lastly, we will be providing information on planning and investing that we believe is relevant to you, our clients.  We want you to know how much we value these relationships as well.  It is our hope that by putting this type of information at your fingertips we can continue to provide the services you have come to expect from us.

 

Whether you are using the calculators, market snapshot or one of the other options we have made available for you, we hope you find this site both enjoyable and beneficial.

 

If you have any comments, questions or suggestions please feel free to contact us.

 

Thanks for visiting.
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

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.

Federal Income Tax

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

More Newsletters →

Market Watch

January 27, 2012 @ 10:04 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P Mid-Cap 400 942.11+ 4.59
10 Year Treasury Note 1.90- 0.03

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.