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
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.