Livin’ the Dream
At Kaufmann Financial in Kansas City, we feel that we are “Livin’ the Dream”. Our goal is to help you work towards your dreams. Your dream of retiring with financial independence. Your dream of working towards building income so that you can see the world. Your dream of helping educate your children and grandchildren.
We have been serving the community since 1983. We invite you to become part of our financial family.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding how capital gains are taxed may help you refine your investment strategies.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Five creative (and inexpensive) ideas for motivating your employees.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.
It’s never a bad time to speak with your financial advisor about changes in your situation.
All about how missing the best market days (or the worst!) might affect your portfolio.