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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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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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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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.