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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
How Income Taxes Work
A quick look at how federal income taxes work.
One of the most common questions people ask about Social Security is when they should start taking benefits.
For many, retirement includes contributing their time and talents to an organization in need.
Do you know where the idea of “retirement” comes from?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
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.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Are you ready for retirement? Here are five words you should consider.
Women must be ready to spend, on average, more years in retirement than men.