What can Kaufman Financial Services do for you?
Individuals face challenges every day. Can you tackle your financial challenges all on your own? Located in Reading, Pennsylvania, our knowledgeable staff, including four financial advisors, can help you develop a plan to address your financial goals and objectives. Providing superior client service and information is the core of what we do at Kaufman Financial Services. With financial planning becoming a major part of the American lifestyle, we strive to be the best so that you, your wallet, and your net worth can see the difference. As an independently owned financial planning firm, we are not forced to offer only certain services. Our independence allows us to offer a full universe of financial services, specifically picking from a wealth of services to individually suit your needs. So if you’re looking for a group of hard-working, competent, and ethical financial advisors to help you with your finances, your search has ended.
KFS Ski Trip 2014
KFS Ski Trip 2013
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Five phases to changing unhealthy behaviors.
Important items to consider when purchasing condo insurance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you have causes that you want to support with donations? Here are three tips.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”