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
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.