Steven A Simon, CLU, ChFC

, 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.

Newsletters

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, itâ€™s likely youâ€™ll be prompted to set them up to help secure your accounts.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators