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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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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

Newsletters

  • Are You a HENRY? Consider These Wealth-Building Strategies

    High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.

  • What a Relief! Congress Acts Against Surprise Medical Bills

    Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.

  • Concerned About Inflation? Consider TIPS

    Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.

  • HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas

    This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.

More Newsletters »

Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Home Affordability

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

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

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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