Main Street Financial FCU & SWBC Investment Services
Working Together as a Team 


Main Street Financial FCU and SWBC are working together to bring you more investment choices through Louisiana Investment Services. At Louisiana Investment Services, we are committed to providing peace of mind through sound financial guidance. We can help you answer important questions while avoiding common mistakes, including:

  • How much do I need to save to retire comfortably?
  • Am I maximizing my investment returns?
  • What investment choices are available?
  • What is the best strategy regarding my 401(k), DROP, or Deferred Comp plan?
  • Do I have enough insurance to protect and provide for my family?
  • Am I properly diversified?

 

For all your investment needs, contact Eric Hebert today at 225.243.0506 or ehebert@swbc.com!

 

 

  

 

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

More Newsletters →