National Life


Steve Simon is a Registered Representative and Investment  Adviser Representative of Equity Services, Inc.
 



Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, One National Life Dr, Montpelier, VT  05604, (800) 334-7437.  All entities and individuals referenced on this site are independent of Equity Services, Inc. unless otherwise noted.

Life Insurance

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

Federal Income Tax

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

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.

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Tax Breaks for College Costs

Three federal tax provisions can help ease the financial strain of paying for rising college costs.

Student Loans Meet Retirement

Considering a higher-education loan for yourself or others? Here are some factors older adults should keep in mind.

Is It Wise to Trade Your Pension for a Lump Sum?

The pros and cons of keeping a pension versus accepting a lump-sum payout.

HOT TOPIC: Debt Ceiling: A Stop Sign for Federal Borrowing

The debt ceiling may become a focal point during upcoming federal budget and tax reform negotiations. Here’s why.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck