Kanter Associates

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Fine-Tuning with Sector Funds

The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.