Executive Benefit Solutions

"We provide unique benefit solutions to business owners and executives that allow them to recruit, retain, and reward themselves and their key employees!"

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 22,024.87 + 0.12
Nasdaq Composite 6,345.11 + 0.19

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Reclassifying Real Estate

How REITs differ from other types of stocks and why the sector change might affect the portfolios of some investors.

Offering Life Insurance as an Employee Benefit

Making life insurance part of an employee benefit program could be a cost-effective way to recruit and retain valuable employees.

Deficit Trading: The Import/Export Imbalance

Some facts to help understand the issues behind the trade deficit headlines, and how China factors into the story.

Focused on College Funding

The flexible features and tax advantages associated with 529 plans, as well as their impact on financial aid.

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

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

Cost of Retirement

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck