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Jim Kantowski, CFP®, CPA

Jim Kantowski, CFP®, CPA
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Recent Posts

Wealth Preservation: 5 Key Strategies

Posted by Jim Kantowski, CFP®, CPA on April 26, 2021
For many Americans, it’s common in our younger years to focus on saving money for life’s big milestones, such as buying a house, funding a child’s college education, or retirement. As we progress along our financial journeys, our focus often turns to growing the ...
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Topics: Financial Planning

Quarterly Market Review - Q1 2021

Posted by Jim Kantowski, CFP®, CPA on April 20, 2021
Despite periodic bouts of volatility, global stocks rallied in March, capping off a strong first quarter. Improving economic outlooks, largely due to the expanding availability of COVID -19 vaccines, provided a supportive backdrop for global equities. ...
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Topics: Investment News

How To Pick A Wealth Management Firm: 4 Tips

Posted by Jim Kantowski, CFP®, CPA on April 15, 2021
Choosing a wealth manager is an important decision that requires your time and effort. This choice has the potential to impact the course of your financial future for better or worse, so it’s crucial to make your selection wisely—but don’t worry, the process ...
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Topics: Financial Planning

What Are The Pros And Cons Of Wealth Management?

Posted by Jim Kantowski, CFP®, CPA on March 11, 2021
There’s no one-size-fits-all approach to wealth management—so finding the right financial firm to manage your money can take time. However, understanding the pros and cons of wealth management and knowing what to look for—and avoid—in a financial firm as you ...
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Topics: Financial Planning

Wealth Management And Tax Planning: How It All Works

Posted by Jim Kantowski, CFP®, CPA on February 18, 2021
Tax planning is an integral part of the ongoing wealth management process for several reasons. When you work with a financial firm that combines wealth management and tax planning expertise, you have the opportunity to reduce your tax bill, increase your wealth ...
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Topics: Investment News

Roth Conversion Strategies: Everything You Need To Know

Posted by Jim Kantowski, CFP®, CPA on January 26, 2021
Finding opportunities to reduce the amount of tax you pay is an integral part of financial planning. Converting your investments from an Individual Retirement Account (IRA) to a Roth IRA is one way to potentially decrease your tax burden.
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Topics: Financial Planning

Maximizing Social Security Benefits for Married Couples

Posted by Jim Kantowski, CFP®, CPA on January 19, 2021
Knowing how to maximize Social Security benefits for a married couple is an essential part of financial planning, especially because it can help you receive more benefits, pass along a greater amount of assets to your heirs, or reduce your taxes if you play your ...
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Topics: Investment News

A Look Back at 2020 - Q4 and Annual Market Review

Posted by Jim Kantowski, CFP®, CPA on January 18, 2021
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial ...
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Topics: Investment News

Can Married Couples Combine IRAs?

Posted by Jim Kantowski, CFP®, CPA on November 19, 2020
Most married couples today choose to combine their finances for simplicity’s sake and to work towards one common goal. (Although, if your spouse has ever asked you to cut back on your online shopping, you may wish you had a separate bank account!) In all ...
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Topics: Financial Planning

Widow Financial Planning: 4 Key Steps To Follow

Posted by Jim Kantowski, CFP®, CPA on November 12, 2020
Losing a spouse can be devastating. Not only does this life-changing event take a significant emotional toll, but it also creates uncertainty around financial matters. As a widow, the financial planning process in particular may seem overwhelming, leaving you ...
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Topics: Financial Planning