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.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn when it may not make sense to file a claim on your home insurance.
Understanding the economy's cycles can help put current business conditions in better perspective.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Important items to consider when purchasing condo insurance.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Healthy habits are one of the greatest gifts to give your child.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement 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.
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.
How will you weather the ups and downs of the business cycle?
Learn about cyber liability insurance in this entertaining video.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.