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
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.