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.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of favorites in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
While visiting our website, if any of your telephone numbers or your address has changed, please fill out the bottom section of our Update Contact Information form so that we may continue to send you invitations to our informative seminars, as well as your personal tax preparation appointment. You only need to fill out the "best time to contact you" section if you have questions or concerns that you would like us to address.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Do You Owe The AMT?
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.
What can be learned from the savings rate?
The federal government requires deceased individuals to file a final income tax return.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
What if instead of buying that vacation home, you invested the money?