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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When you’re married and have children, insurance needs will be different.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Women must be ready to spend, on average, more years in retirement than men.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?