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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A four-step framework for building a personal legacy.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Calculating your potential Social Security benefit is a three-step process.
Medicare’s popular program, offering free gym membership and health education.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations?
When you retire, how will you treat your next chapter?
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Agent Jane Bond is on the case, cracking the code on bonds.