Financial/Retirement/Estate Planning Strategies/Insurance/Annuities

 

Brian Kennedy is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.   Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 500 Franklin Avenue, Unit #5, Berlin, Maryland 21811  (410) 629-0357  Key Advisors Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Happy Birthdays?

The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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