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
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
5 Habits to Adapt Your Financial Strategy For Retirement
Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.