What are your Dreams?
With a financial consultant, you can be comfortable knowing that you can rely on the knowledge and experience of a trusted professional. Call or come by for a free consultation. First National Investments and your financial consultant, Mike Kossina, are here to help you plan for tomorrow ... Today.
Mike can be reached at (618) 281-6198 and his primary office is located at the Columbia Banking Center.
What are your Goals?
Whether you are saving for college, looking forward to a financially secure retirement, or simply protecting yourself and your family from the prospect of financial uncertainty, the knowledgeable financial consultant at First National Investments can help you determine the financial strategy that’s right for you.
First National Investments offers access to:
- Stocks and Bonds
- Mutual Funds
- Life, LTC. & Disability Insurance
- Business Retirement Plans
- College Investment Plans
- Investment Analysis
- Portfolio Evaluations
- Retirement Planning
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Ascertaining the value of your business is important for a variety of reasons.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Earnings season can move markets. What is it and why is it important?
Retirees traveling abroad need to know that their health insurance travels with them.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Estate conservation is too important to put off. Do you have a smart exit strategy?