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.
Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.