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
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.