Your Financial Future
Kincer Business Group knows today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends and set investment goals.
Stephen Kincer, CERTIFIED FINANCIAL PLANNERTM and Certified Public Account, understands whether you’re facing retirement—or looking to better understand certain investment ideas or needing investment management—we can help you address your most pressing financial concerns.
The first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.
Kincer Business Group's site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, feel free to send me a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.
Helpful Content
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
When Markets React
When markets shift, experienced investors stick to their strategy.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.