Life Insurance/Wealth Preservation Planning/Financial Management
Founded in 1933, Desmon & Kohnstamm assists their clients with Wealth Accumulation and Protection Strategies, Life and Health Insurance, Financial Management, Estate Planning Strategies, Business Continuity Strategies & Employee Benefits.
Working with clients nationwide, we specialize in serving the insurance, investment and employee-benefit needs of business and professional organization. We also specialize in providing wealth accumulation & estate preservation planning strategies for individuals.
Newsletters
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Calculators
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.