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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, 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. CPA services are offered independent of Equity Services, Inc.
Newsletters
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HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
On May 16, 2025, Moody’s Ratings downgraded U.S. government debt from its highest rating of Aaa to Aa1. This article looks at the reasons for the downgrade and its potential effects.
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Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?