Karsten Advisors offer a host of financial services designed to prepare our clients for their future fiscal needs regarding retirement, college planning, estate planning, and personal investments...Read More
Karsten Advisors provides a detailed understanding of the latest tax code to help you plan throughout the year, and not just react at tax time. From establishing a tax strategy to tax returns...Read More
What would you do if you were suddenly faced with a debilitating accident or illness rendering you incapable of earning income? How would you provide for your family...Read More
You're an accredited investor who demands innovation and sophistication in the financial opportunities you consider. Our Advanced Services division was designed for you...Read More
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Bonds may outperform stocks one year only to have stocks rebound the next.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.