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:

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

Life Expectancy

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

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