Prosperity Investment Services,Inc.

Lisa Rae LaBoo, President
MBA, ChFC, CLU, CASL, RHU, REBC

 

Today's investment climate offers many opportunities*. At Prosperity Investment Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
 

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing guidance to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management*, or for more information on Prosperity Investment Services, please contact us today.

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

The Appeal of Exchange-Traded Funds

Almost half of investors consider themselves “novices” when it comes to ETFs. This article explains how ETFs work.

The Alternative Minimum Tax Trap

Strategies that could help some taxpayers minimize the potential effects of the AMT in certain situations.

Matching the Market

A look at the many types of indexes and indexed investments tracking various segments of the economy.

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

More Newsletters →

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