Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with caring skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
For a Complimentary Financial Review contact Kathie Kempf at Your Path Financial LLC.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Understanding how capital gains are taxed may help you refine your investment strategies.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Do you have an estate strategy? You should.
Tips on insuring your teen driver.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
Taking your Social Security benefits at the right time may help maximize your benefit.