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Stephen D. Dissette & Associates

235 Old Mill Road
Trail Creek, IN 46360

Phone:

(630)291-0904

E-mail:

sdissette@mindspring.com

stephen.dissette@him-ria.com

Stephen D. Dissette
Investment Advisor Representative with Horter Investment Management, LLC

Man in black suit and blue tie with arms crossed

Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. Thank you for your interest in obtaining information on securing your retirement. When you are retired or as you reach retirement age, planning for or maintaining your financial future poses a multitude of challenges. You may not be aware of all the available options to help maximize your retirement money. It is my goal to assist you

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Sincerely,

Stephen D. Dissette

Investment Advisor Representative with Horter Investment Management, LLC
IAR

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Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Bond Market Volatility: What Causes It?

Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.

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Calculators

Taxable Equivalent Yield

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

College Funding

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

More Calculators