Investment services in and around Newark
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Today is a good day to start getting ready for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
If a new home, college expenses, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
As you sift through options and goals, including Newark State Farm agent John Kater, can be a valuable resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent John Kater can help you study your choices.
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Simple Insights®
Budget breakdown
Budget breakdown
Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.