NL Financial Alliance

Strategic Financial Alliance

dba Western SFA Insurance Services  

 

Peggy Reid is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in California.  Peggy is also insurance-licensed in California (CA License #0C84166).

Securities and investment advisory services offered solely by Equity Services, Inc., Member FINRA/SIPC, 8383 Wilshire Blvd, Suite 450 • Beverly Hills, CA 90211 • Tel: 800-470-5050  Strategic Financial Alliance and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

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