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INTEGRITY : EXPERIENCE : COMMITMENT

Welcome to KBR Retirement & Investment Solutions

Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to relevant financial topics which can assist you in planning for your current and future goals. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Click on your brokerage account logo below for account access.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Explains how future tax rules may impact deductibility of charitable donations.

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

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator is designed to help you attach a dollar figure to your life’s work.

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