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 24,834.41 - 0.72
Nasdaq Composite 7,378.46 - 0.21

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Better Late Than Never

Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

Surprise! It’s Retirement Time

Consider these tips to prepare for the possibility that you might retire earlier than planned.

Keeping Up with Quarterly Taxes

Making accurate quarterly payments on schedule can help taxpayers avoid interest penalties for underpayment to the IRS.

FAFSA in the Fall for Lower Stress

New rules enable families to begin the FAFSA earlier using tax returns from two years prior to the academic year.

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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