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First United Investment Services

No One Strategy Fits Everyone Our Team Approach Understanding Your Goals

Investment Management

Investment Management

We can help take some of the mystery out of preparing for your financial future.

Retirement Planning

Retirement Planning

Insight and information for employers and employees.

Estate Planning

Estate Planning

Let us provide you with the guidance that can help you understand and better define your financial goals.

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

 

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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