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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

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?

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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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.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Estimate Your RMD

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Strategies

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

Retirement Plan Distributions

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

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Suddenly Single: 3 Steps to Take Now

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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