Tools & Resources | VyStar Investment Services

Whether you’re just beginning a family, paying for a child’s education, or nearing retirement, these tools from VyStar’s Investment Services LPL Financial Advisors can help you map out a plan and make choices that will get you where you need to go.

Financial Planning Tools	Goals are important in every area of life, especially financial goals. Use the questions and calculators on the Financial Planning Tools page to point you and your family in the right financial direction.
Estate Planning Tools	Death and becoming ill aren't something most of us want to have a conversation about, but it's a critical conversation that will make it easier for your loved ones in the long run. We can help with the five essential estate planning documents on the Estate Planning Tools page.
Retirement Planning Tools	You want to retire some day, maybe soon, maybe in 20 years. It's your end game. Now how do you plan for a retirement you can enjoy? Use the helpful tools on the Retirement Planning Tools page to plan for the retirement you want.
Long-Term Care Planning Tools	It's important to know what a long-term care policy covers and what it doesn't. How can you make sure your loved ones will have their needs taken care of in the event of the loss their independence? The Long-Term Care Planning page can help answer these questions.
Women Investors	With longer life expectancies and usually a more conservative take on investing, women should take time to educate themselves about finances to make the best financial decisions for their future. View the video on how to explore your options on the Women Investors page.
Social Security Benefits	When you are considering what age to retire, social security becomes a hot topic. How will your social security stack up at age 62 versus age 70? Try out the calculators on the Social Security Benefits page.
Rollover Education Center	A rollover is a tax-free transfer of assets from a retirement plan to either a traditional IRA or another employer's retirement plan. Use the Rollover Education Center to better understand all aspects for a rollover of a traditional IRA or another employer's retirement plan.

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