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
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
The Values Shaping Your Financial Decisions
A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Surprises
Making the most of surprises is a great reason to work with us.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.