Investment IQ - Families & Young Individuals

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Check out resources specially designed for working individuals and families to stay on track and focus on your goals.

Sub Categories 

General Financial Planning  

Key Financial Data - 2015

Financing a New Baby - Cost of Parenthood

Disaster Planning: Steps for Guarding Your Assets

How Rising Interest Rates Affect Financial Plans

2015 Charitable Tax Guide

Will Working Longer Help or Hinder Your Social Security Benefit 

5 Ways to Boost Your Security Against ID and Credit Card Theft

Factors to Consider When Updating Insurance Coverage

Child ID Theft: 8 Steps to Keep Your Kids Safe

Get Ready for 7 Serious Life Transitions

Using Life- and Health- Expectancy Scenarios in Financial Planning

The Importance of Asset Allocation

Planning for a 30 Year Retirement

5 Questions To Ask Yourself Before You Retire

Sell or Rent : Deciding What To Do With Your Home

Marriage Does Not Merge All Finances

Powers of Attorney- Which Type Does Your Client Need

Don’t Put Off Writing Down Your Last Words

9 Estate Planning Pitfalls to Avoid

The Right Paperwork for Your End-of-Life Wishes

The Golden Rule of Estate Planning- Your Spouse Comes First

Tax Paperwork and Other Records- What to Keep, What to Toss

Do Powers of Attorney Need New Gifting Rules

Having Kids Late Can Tangle Up
Relevant Calculators & Tools
Mint.com 
A great way to stay on top of your finances


Life Happens
Great resource for insurance planning
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College Planning


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Retirement Planning 
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Please Note:
Investment IQ is designed to provide general knowledge of planning and financial topics. Information presented here may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed will come to pass. Investing in financial markets involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. For personalized investment advice or help on any of these topics please contact your financial advisor or call us to schedule an appointment with one of our financial advisors. 

Links to external websites provided on this site are suggestions of tools to be used. Parks Capital does not recommend a particular service or product offered by a third party. We do not guarantee the accuracy of the content provided on third party sites nor are we compensated for providing these links to you. Parks Capital's privacy policy does not apply to third party sites. If you link to any third party sites from our website, we recommend that you review their privacy policies. 

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