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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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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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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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.