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Financial
Planning

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...

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Tax
Planning

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...

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Insurance
Planning

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...

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Investment
Management

You're an accredited investor who demands innovation and sophistication in the financial opportunities you consider. Our Advanced Services division was designed for you...

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Helpful Content

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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."

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

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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.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

To Buy or Not to Buy

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Junk Drawer Approach to Investing

It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.

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