Catalina Investments Emerson Wiser & Conrad Corcoran Sue Lubbers

Investment with Integrity

Welcome to the Catalina Investments web site.  Our company believes that good financial decisions don't have to be confusing.  We can provide simple techniques that may help you make the most of your money and help work towards more of your financial goals.

This site will not only introduce you to our company's philosophy and services, but it will also offer a wealth of informational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.  This informational material is updated frequently.

If you have any questions or would like to schedule a complimentary meeting to discuss your specific questions, please contact us by calling 520-298-1900.  You may also contact us by clicking on our Director of Operation's email address on the right side of this screen.  
Calculators

Cost of Retirement

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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).

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