Extended Personal Service, Ltd

EXTENDED PERSONAL SERVICE, LTD

"If it's important to you, it's important to us."

N3000 County Road BB Columbus, WI 53925

Phone:

Mixing It Up: Asset Allocation and Diversification

This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.
Birthday Benefits Quiz

This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
ESG Investing in the Spotlight

This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.