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 Services SM and Avantax Advisory Services SM.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What does the Tax Reform and Jobs Act mean for you?
Understanding how capital gains are taxed may help you refine your investment strategies.
For many, retirement includes contributing their time and talents to an organization in need.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Earnings season can move markets. What is it and why is it important?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know these three personal finance sayings?