Financial Planning at Kummer Financial Strategies, Inc. 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..Learn More
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.Learn More
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.Learn More
U.S. Personal Savings Rate
What can be learned from the savings rate?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
You’ve made investments your whole life. Work with us to help make the most of them.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
There are things about Social Security that might surprise you.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a few things to consider when buying or leasing your next vehicle.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all your options when it comes to managing your taxable income?