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.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Good employee health can be great for the company’s bottom line.
Lifestyle considerations in creating your retirement portfolio.
Do your insurance needs stay the same when the nest empties?
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you have causes that you want to support with donations?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.