BIG Investment Services, David F. Boothe, President/Financial Advisor

 

At BIG we understand that it's more than just money. It's college, retirement, leaving a legacy or charitable giving. Our mission is to know our clients' hopes, dreams and fears and then help make sure their money is aligned with their life.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

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

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Newsletters

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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