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 H.D. Vest Investment Services SM and H.D. Vest Advisor Services SM.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Gaining a better understanding of municipal bonds makes more sense than ever.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
An inside look at how marginal income tax brackets work.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Here are five facts about Social Security that are important to keep in mind.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are Real Estate Investment Trusts right for your portfolio?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, cracking the code on bonds.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.