Marion Investment Center

301 E. Main Street
Carbondale, IL 62901
618.519.9411

300 Tower Square Plaza
Marion, IL 62959
618.997.4231

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

At First Southern Wealth Management, our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We're here to help.  Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprises

Making the most of surprises is a great reason to work with us.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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