Steve Judge, ChFC, CLU, Registered Representative, INVEST Financial Corporation

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900 Hendersonville Road, Suite 310
Asheville, NC 28803

Phone: 828-274-7655 xt 12
Fax: 828-274-0408

stephen.judge @investfinancial.com
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Registered Representative, INVEST Financial Corporation

Welcome to my Web site. I am happy to be able to furnish you with a resource of information including newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a charge of your financial life. This Web site will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

In today's fast moving world, information is power. At the same time, it is crucial that speed and impulse not supplant careful and informed decision making. I am committed to a process of working with my clients to separate the urgent from the important. Helping my clients is my passion. Contact me today and let's get to know each other.

Be sure to this site list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Truly,

Steve Judge, ChFC, CLU

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

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E-Seminars

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Glossary

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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Market Watch

May 27, 2012 @ 03:58 PM

Dow Jones Industrials	12,454.83	- 74.92
Nasdaq Composite	2,837.53	- 1.85
S&P 500	1,317.82	- 2.86
10 Year Treasury Note	1.75	- 0.01
OSX Oil Service Sector Index	208.23	+ 0.40

[ Markets | Charts | Quotes | Portfolio ]

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

Securities, advisory services and insurance products through INVEST Financial Corporation (INVEST), member FINRA /SIPC, a registered investment advisor and affiliated insurance agencies. INVEST is not affiliated with other entities referenced.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do

business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.