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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The item most homeowners forget on their home improvement project checklist is insurance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
How literate are you when it comes to your finances? Brush up with these five basics.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.