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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

Year-End Moves to Optimize Retirement Transitions

Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

The Threat of Identity Theft

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

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?

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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