John S Sloop Jr Cfp MBA

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Palmetto Investment Consultants

Monthly Market Monitor - October 2010

Quarterly Recap - 2010 Third Quarter

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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.
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How much life insurance would you need to produce a sufficient income stream for your family?
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to estimate the cost of your childs education, based on the variables you input.
More Calculators →

Ready or Not, You're Retired!
In 2009, 47% of retirees left the workforce earlier than they expected.
Time to Get Back to RMDs
If you took advantage of the temporary reprieve that allowed you to skip required minimum distributions from traditional IRAs and employer-sponsored retirement plans in 2009, be aware that no such exemption exists for the 2010 tax year.
HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?
Searching for Your Ideal Risk Tolerance
Many people base their ideas about risk tolerance on subjective standards their feelings without considering whether their personal circumstances would either exaggerate or mitigate the risk inherent in a particular investment.
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Timely Newsletters to help you stay current.

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Ideas to help simplify everyday finances.

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Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.
Arrowpointe Federal Credit Union, Financial Network and Palmetto Investment Corporation are not affiliated companies

INVESTMENTS ARE: NOT NCUA INSURED- NOT GUARANTEED BY THE CREDIT UNION- NOT A DEPOSIT -NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY -MAY LOSE VALUE

We are licensed to sell Insurance Products in SC.