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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
These food myths will really put a drain on your wallet.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Ascertaining the value of your business is important for a variety of reasons.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
Learn about what risk tolerance really means in this helpful and insightful video.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What are your options for investing in emerging markets?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.