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Blog

Kevin Kusak | Feb 22, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Kevin Kusak | Feb 17, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Kevin Kusak | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Kevin Kusak | Jan 24, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Kevin Kusak | Jan 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Kevin Kusak | Dec 28, 2022

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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Kevin Kusak | Dec 21, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Kevin Kusak | Dec 14, 2022

How can a Financial Advisor Assist me with Lowering Tax Liability?

Tax Planning

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax

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Kevin Kusak | Dec 7, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Kevin Kusak | Nov 30, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Kevin Kusak | Nov 23, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Kevin Kusak | Nov 16, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.  Kusak Wealth Management is independent of CFGS.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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