We focus on helping individuals and families work towards their financial goals so they can become financially confident.
This is accomplished with:
Lifetime income planning with a focus on tax sensitivity.
Diversified investments with a bucketing approach.
Financial plans beyond investment strategy, with advisory services encompassing your life’s journey.
Social Security optimization, and when to turn on benefits.
Personalized website of your net worth, financial plan, that is updated daily with market changes.
For help with financial and advisory services contact us today.
H. Jack Koehne - CERTIFIED FINANCIAL PLANNER™
Newsletters
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?