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!

 

 

  

 

 

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?

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Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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