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
Click here to view and register for our upcoming seminars:
Newsletters
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Lease Payment
How much would your monthly lease payment be?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?