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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding the economy's cycles can help put current business conditions in better perspective.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn about the importance of having an estate strategy in this helpful and informative video.
There are a few things to consider when buying or leasing your next vehicle.
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.