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125 High Rock Avenue Suite 215 Saratoga Springs, NY 12866
  • Phone:
    518-587-2828
  • Fax:
    518-587-4686
  • E-mail address: mclain_shon@nlgroupmail.com
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Newsletters

  • Donor-Advised Funds Combine Charitable Impact with Tax Benefits

    This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.

  • Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

    Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.

  • Social Security 101

    Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

  • Business Owners: Should You Organize as an LLC?

    Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.

More Newsletters »

Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • 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.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Home Affordability

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

More Calculators »

Contact Us

125 High Rock Avenue Suite 215 Saratoga Springs, NY 12866
  • Phone:
    518-587-2828
  • Fax:
    518-587-4686
  • E-mail address: mclain_shon@nlgroupmail.com

 

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Ste. 200, Colchester, VT 05446   (802) 864-6819. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont.  Saratoga Strategic Partners and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Shon McLain is registered and offers securities in CT, FL, MA, MO, NY, SC, TX, VT. TC73589(0816)

 

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