Dennis Kersten
LPL Financial Advisor
Office: 419-872-0067
dennis.kersten@lpl.comBrad Kersten
LPL Financial Advisor
Office: 419-872-0067
brad.kersten@lpl.comKevin Kersten
LPL Financial Advisor
Office: 419-872-0067
kevin.kersten@lpl.comWho we Are
We can help take some of the mystery out of preparing for your financial future.
What We Do
Insight and information for employers and employees.
Live on the Air
Kersten Wealth Management Group and LPL Financial are separate entities from 1370 WSPD and are not responsible for the content contained when accessing the above link.
Helpful Content
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Saving for College 101
Here’s a crash course on saving for college.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.