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

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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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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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators