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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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.