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
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.