Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Determine your potential long-term care needs and how long your current assets might last. Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Economic Report of the President can help identify the forces driving - or dragging - the economy. This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly. Use this calculator to estimate your income tax liability along with average and marginal tax rates. A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The Economic Report of the President can help identify the forces driving - or dragging - the economy. This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly. Use this calculator to estimate your income tax liability along with average and marginal tax rates. A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Services
Will your financial advisor retire before you do? When choosing a financial advisor, many people fail to consider what would happen if their advisor retired before they did-or during their years in retirement. Yet, according to one source, 67% of business owners, including financial advisors, do not have a succession plan in place.*
At Kersten Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
We believe there should never be a standard approach to wealth management. Your goals are unique and your financial strategies should reflect your personal objectives, circumstances and tolerance for risk. We also believe that pursuing financial success is an ongoing process. Our initial meeting is only the start of a personalized strategy that will be consistently monitored, assessed and adjusted to ensure your changing needs are met.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
Our clients represent a diverse mix of accomplished individuals and families nearing or in retirement. They lead busy lives with little time for managing their own wealth. Yet each recognizes the important role that professional guidance and a comprehensive wealth management strategy plays in the pursuit of financial stability and independence.
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