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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Beware of these traps that could upend your retirement.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Five phases to changing unhealthy behaviors.
Here are six flags that may make your tax return prime for an IRS audit.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.
A special needs trust helps care for a special needs child when you’re gone.