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
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for College
This calculator can help you estimate how much you should be saving for college.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”