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
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.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.