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.

More Calculators →

The Pros and Cons of Financing Options

Common types of financing that might be available to help small businesses expand or cover operating expenses.

Student Loans Meet Retirement

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

Improving Market Allows More Owners to Cash Out

Common valuation methods and how small-business owners can get the best price when selling their businesses.

Know Your Credit Score

Do you know your FICO score? Here are some tips on how to improve your credit score and maintain your high score.

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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