Broker Check

Phone 800.340.6743

Trusted Local Personal

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Your Cash Flow Statement

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Tax Management Strategies

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

View all presentations arrow

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

View all videos arrow