Where warmth and wealth management meet.
Welcome to Kanner Financial Services
We are passionate about our clients. Whether your needs are simple or complex, financial planning without concern for the people involved is meaningless.
Our process starts and ends with you. We encourage you to explore our website and learn more about the services we offer, who we are and WHY we do what we do. Please feel free to contact us with any questions.
Newsletters
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.