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.

  • 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.

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 →

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

More Newsletters →

May 25, 2012 @ 05:38 AM

Dow Jones Industrials 12,529.75+ 33.60
Nasdaq Composite 2,839.38- 10.74
S&P 500 1,320.68+ 1.82
S&P Mid-Cap 400 936.08+ 2.76
10 Year Treasury Note 1.76+ 0.04

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.