Irving Planning & Investments, Ltd.

High-Integrity Financial Planning

The broker-dealer (BD), investment adviser (IA), BD agent or IA representative in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment adviser, BD agent or IA representative registration requirements. Follow-up and individualized responses to persons in a state by such broker-dealer investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made without compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

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Market Watch

December 05, 2008 @ 02:17 AM

Dow Jones Industrials	8,376.24	- 215.45
Nasdaq Composite	1,445.56	- 46.82
S&P 500	845.22	- 25.52
Russell 2000	439.53	- 14.23
10 Year Treasury Note	2.57	- 0.11

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