Stephen D. Dissette
Investment Advisor Representative with Horter Investment Management, LLC
Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. Thank you for your interest in obtaining information on securing your retirement. When you are retired or as you reach retirement age, planning for or maintaining your financial future poses a multitude of challenges. You may not be aware of all the available options to help maximize your retirement money. It is my goal to assist you
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Sincerely,
Stephen D. Dissette
Investment Advisor Representative with Horter Investment Management, LLC
IAR
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Newsletters
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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lease Payment
How much would your monthly lease payment be?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.