Welcome to the online home of Kershaw Financial Services, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you use our services to take a proactive approach to your personal financial situation. Navigating through our site should help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Do your insurance needs stay the same when the nest empties?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
It sounds simple, but paying yourself first can really pay off.
Bonds may outperform stocks one year only to have stocks rebound the next.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a few things to consider when buying or leasing your next vehicle.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When do you need a will? The answer is easy: Right Now.
Here’s a quick guide to checking to see if you have unclaimed money.
There are three things to consider before dipping into retirement savings to pay for college.
Women must be ready to spend, on average, more years in retirement than men.