1. Consulting and Designing of Qualified and Non-Qualified Retirement Plans
  2. Estate Planning Strategies
  3. Business & Personal Insurance
  4. Investment Services & Asset Protection*
  5. Money Management*
  6. Tax-Advantaged Distribution Strategies for IRAs*

 

*Pai-Su Kang is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., member FINRA/SIPC, 7 East Frederick Place, Cedar Knolls, NJ 07927 (973) 538-9100. National Legacy Group is independent of Equity Services, Inc.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

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