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An Inside Look at Retirement Living. Five Smart Investing Principles Tax Management Strategies Countdown to College

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.

 

Helpful Content

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

Is an SEP-IRA Right for Your Business?

Is an SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

 

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

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