Insurance and Financial Services Since 1973
Securities offered solely by Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive Suite 200, Colchester, VT 05446, 802-864-6819 All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.
James Handy is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. He is also insurance-licensed in Vermont.
Newsletters
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Do You Have Enough Life Insurance?
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.