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InvestCapital LLC

4250 N Marine Drive, Suite 2128
Chicago, IL 60613

Phone:

(312) 493-3304

E-mail:

Welcome to the Invest Capital Web site!
 

Important Links:

Invest Capital Introductory Video

Invest Capital Custodian Link

The Tape Reader

Portfolio Profiles:    Optimates      Palatini       OPUS

Invest Capital Videos

The Tape Reader Archives

This web site provides you with insights into the client-driven focus of Invest Capital.  In the links below there is an abundance of educational material about the basic concepts of financial management.  Calculators are included that help with many aspects of your personal wealth financial management.  You can delve quite deeply into many financial topics utilzing the Resources tab at the top of this page.  The Resources Tab includes articles, flipbooks, newsletters and videos on many financial topics.  I hope you take advantage of this resource and visit our web site often.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Suggests considering life insurance for stability during uncertain markets.

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Explains how a borrower can lower monthly payments by recasting a mortgage.

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Determine whether you should consider refinancing your mortgage.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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

Compare the potential future value of tax-deferred investments to that of taxable investments.

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