Welcome to National Financial Services Group
Whether you are planning for retirement, raising a busy family, looking to grow your investments or running your own business, we can help you address your most important financial needs. We invite you to explore the wealth of financial information here and to learn more about the work we do. We are dedicated to educating our clients and giving them the facts they need to make confident, well-informed decisions about their financial futures.
Our site is filled with entertaining videos, informative online presentations, messages from our associates, current articles, financial calculators and more - all with content that really matters. It is not just a website – it’s an interactive experience designed to help you learn more about the world of personal finance. We invite you to spend some time looking around and if something prompts a question, just send us a quick note or call our office. We would welcome the chance to talk with you.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
To choose a plan, it’s important to ask yourself four key questions.
There are ways to improve your physical fitness without denting your fiscal fitness.
Do your insurance needs stay the same when the nest empties?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A look inside the U.S. government's statistics on household net worth.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all your options when it comes to managing your taxable income?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you have causes that you want to support with donations? Here are three tips.