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
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
View all calculators
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Saving for College 101
Here's a crash course on saving for college.