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Investment Planners, Inc.

445 IL-121
Mt. Zion, IL 62549

Phone:

217-423-1313

E-mail:

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Helping you plan and manage the second half of life.

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Jim Minton
25 Years' Experience
Integrity*Performance*Innovation
Are you retirement ready?
Start with the "Get Retirement Ready" video below

Ready to take the next step?  Log into Right Capital planning to evaluate where you are at on your retirement journey or email Jim at jimm@investment-planners.com

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There is never a fee until we agree it is mutually beneficial to work together.

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck