Blog

Are Extended Warranties Worth It?
Selling extended warranties may be quite profitable for retailers because they keep a percentage of what they charge for these contracts. But are they a good deal for you?

Life Insurance in Retirement
Life insurance may play an important role in your retirement plan.

Versatile 529 Plans Can Help with More than Just College
A 529 savings plan can be instrumental in building a college fund and can help with other goals, too.

Prime Workforce Stays Strong
The general labor force participation rate has only partially recovered from the pandemic, but the rate for prime working ages has surpassed pre-pandemic levels.

Have You Checked Your Social Security Statement Lately?
The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits that Social Security offers.
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.
Download our Form CRS/ADV Part 3 (Customer Relationship Summary) by clicking here.
Download Form CRS Exhibit Document by clicking here.
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Download Form ADV Part 2A by clicking here.
Download Form ADV Part 2B Here: James D. Warring, Tarun Mehta, Olac Pallan, Kevin Moody & DJ Reeves
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Investment products & services are only available to residents of DC, FL, IN, MD, NY, PA, SC, & VA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.