Nothing Replaces Experience, Knowledge & Trust
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
*These services are offered by Steven Kanouse through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.
Helpful Content
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.