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
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.