Stephen D. Dissette & Associates
235 Old Mill Road
Trail Creek, IN 46360
Phone:
(630)291-0904
E-mail:
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:
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.