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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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lease Payment
How much would your monthly lease payment be?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.