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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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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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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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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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Lease Payment
How much would your monthly lease payment be?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.