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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

  • Debit or Credit? Pick a Card

    Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.

  • Will vs. Trust: Know the Difference

    Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

  • Keeping Cool: Investment Strategy vs. Reaction

    This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

  • Indexed Annuities: A Strategy to Turn Savings into Retirement Income

    Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Car Affordability

    How much can you afford to pay for a car?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • IRA Eligibility

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

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.

 

 

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