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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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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.