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The Cycle of Investing Perception vs. Reality The Power of Tax-Deferred Growth The Facts About Income Tax

Financial Planning

Financial Planning at Kummer Financial Strategies, LLC begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives and current position, we will design a custom plan and portfolio based on your specific goals..

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Business / Executive Solutions

Business owners and professionals face special financial concerns. You already know it is important to invest, but how do you get started? There are many programs available to you. Let us help you choose the most appropriate one for you.

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Wealth Management

In changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you are confident in the financial recommendations we make.

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Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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