Financial/ Retirement/ Estate Planning Strategies/ Annuities
Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing*, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
*Eric McDowell is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, One National Life Dr. Montpelier, VT 05604. The Coup Agency and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.
Newsletters
-
Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
-
A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
-
Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
-
HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?