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.
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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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
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Try these activities to keep your brain sharp.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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Six overlooked tax deductions to help manage your tax bill.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.