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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
It may help your business be better prepared in the event of the death of a principal or key employee.
Lifestyle considerations in creating your retirement portfolio.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A look inside the U.S. government's statistics on household net worth.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.