Kanter Associates

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Gift vs. Inheritance: Consider the Tax Difference

When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Insurance to Help Protect Your Business from Lawsuits

Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Corporate Debt: Are Juicier Yields Worth the Extra Risk?

This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
HOT TOPIC: Revisiting the 4% Rule

For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.

Cost of Retirement

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

Determine whether you should consider refinancing your mortgage.