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.
How Income Taxes Work
A quick look at how federal income taxes work.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Saving for College 101
Here’s a crash course on saving for college.
Here’s a guide to explain all the parts of Medicare.
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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Understanding the economy's cycles can help put current business conditions in better perspective.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
There are ways to improve your physical fitness without denting your fiscal fitness.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
That big list of dreams and goals isn't the only way to look at your bucket list.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn how to harness the power of compound interest for your investments.
The average retirement lasts for 18 years. Are you prepared to fill that many days?