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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
A quick look at how federal income taxes work.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Check out this video to begin separating fact from fiction.
When you retire, how will you treat your next chapter?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What if instead of buying that vacation home, you invested the money?