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Richard C. Kasprak ChFC, CASL,CLU

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Saving for College 101

Here’s a crash course on saving for college.

2017 Year in Review

Take a look at this 2017 Market Recap.

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