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 Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.