Small American flags lined up on a green lawn

Stephen D. Dissette & Associates

235 Old Mill Road
Trail Creek, IN 46360

Phone:

(630)291-0904

E-mail:

sdissette@mindspring.com

stephen.dissette@him-ria.com

Stephen D. Dissette
Investment Advisor Representative with Horter Investment Management, LLC

Man in black suit and blue tie with arms crossed

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

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.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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More Newsletters

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators