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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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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Be Aware of Observation Care
Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?