In The News

Kevin Kautzmann, CFP® quoted in US News & World Report

Posted on August 5, 2015

Welcome to the Wide World of What Would Warren Do, a.k.a. WWWWWD? On today’s episode, we’ll ask the zillion-dollar question: How does Warren Buffett invest his dough, and how soon can we copy his moves? But first, a more pertinent query: When is it prudent, if ever, to follow your favori... Read More »

Kevin Kautzmann, CFP® quoted in New York Post

Posted on May 7, 2014

Weddings are expensive, even if you’re not the one walking down the aisle. Chantay Bridges expects to spend more than $4,000 to attend the weddings of three close friends this summer. That tidy sum is going to dresses, shoes and gifts, as well as tuxedo rentals for her husband. Two of the weddings... Read More »

Kyle J. Kautzmann, GBA quoted in Washington Examiner

Posted on November 27, 2013

Survey finds doctors rebelling against Obamacare, famous hospitals declining to join Obamacare applicants across the country are finding their premiums are tripling, their favorite doctors aren’t available, the physicians they can see are often far away and many prestigious hospitals offering... Read More »

Kevin Kautzmann, CFP® quoted in Forbes

Posted on October 25, 2013

Practically Painless Guide To Managing Money In our time-starved lives it can be tempting to give our finances short shrift. People are juggling multiple checking, savings, investing and credit card accounts, and it gets more complicated when you add mortgages, tax and insurance concerns into the mi... Read More »

Kevin Kautzmann, CFP® quoted in Yahoo Finance

Posted on August 15, 2013

Glen emails: I am 73 years old, and have been unemployed for over 3 years. My retirement savings and unemployment benefits have been exhausted and all I have now is Social Security. My wife is working 30 hours a week for $11 an hour. Our home is underwater by about $80,000 but moving to a … <... Read More »

Kevin Kautzmann, CFP® quoted in The Wall Street Journal

Posted on April 21, 2013

Practice Management: The Client Who Escaped Crippling Debt By Alex Coppola –A client is buried by debt and a poorly managed portfolio A DOW JONES NEWSWIRES COLUMN –Adviser helps readjust every facet of his finances –There are no silver bullets when it comes to helping sinking clien... Read More »

Kevin Kautzmann, CFP® quoted in Yahoo Finance

Posted on October 19, 2012

Quick. How much are you paying every month just to have a checking account? And for ATM Fees? If you’re not sure, it’s time to find out. Checking account fees have soared over the past year as banks try to boost profits. Depending on your situation, it may be time to jump to another bank... Read More »

Kevin Kautzmann, CFP® quoted in Smart Money

Posted on May 18, 2012

The Sibling Sinkhole How showing a little brotherly love can be an expensive proposition When Greig Detering left behind his comfortable life as a telecom engineer and set out to do missionary work abroad, he had a powerful calling — but not a lot of financial firepower. While he owned a home ... Read More »

Kevin Kautzmann, CFP® quoted in The Wall Street Journal

Posted on January 18, 2012

By Harper Willis  — Two pension payout options each have a drawback — Life insurance improves options — Guaranteed universal life has scant risk of lapsing The client, 68, was mere months away from retirement but couldn’t figure out which of two pension payout options to cho... Read More »

Kevin Kautzmann, CFP® Quoted in Smart Money Magazine

Posted on January 4, 2012

Ask Mary Adams if she was stricken with “empty nest” feelings after her two sons moved out and she shrugs off the question. After all, the Northern California native says, her boys never strayed far from home after high school, and both worked at one time or another for the family’... Read More »

Kyle Kautzmann Quoted in Charter School Insider

Posted on August 10, 2011

Aside from the occasional GEICO or Progressive commercial, there isn’t much about insurance people tend to like. Most see insurance as a necessary evil – the purchase of a critical product and service one hopes to never use. Others will gamble on the amount or types of coverage they carr... Read More »

Kevin Kautzmann, CFP® Quoted in Fox Business News

Posted on July 21, 2011

Most of life’s costlier occasions have prescribed financing options: buy a home, get a mortgage; send a kid to college, save in a 529 plan or get student loans; need a new car, sign a lease or take out a car loan. But what do you do if you want cosmetic surgery? In 2010, 13.1 … Read More »

Kevin Kautzmann, CFP® Quoted in Reuters Money

Posted on July 20, 2011

Jean Dorrell knew something was wrong when the birthday card her father usually sends two weeks ahead of schedule didn’t arrive in the mail. “This past year he forgot my birthday and he forgot my brothers’ birthdays, so we realized he was slipping pretty fast,” says Dorrell... Read More »

Kevin Kautzmann, CFP® Quoted in The Wall Street Journal

Posted on June 20, 2011

The possibility of living into my 90s seems like a gift on most days – one that, if I’m lucky, I’ve inherited from my long-living ancestors. But it can also feel like a burden. At age 45, I can still call my grandmother to hear stories about the Great Depression. She turned 97 this... Read More »

Kevin Kautzmann, CFP® Consulted in AOL – Money

Posted on January 8, 2011

Reaching retirement can be a wonderful thing — except when it catches you by surprise. Say, for example, when you’re in your late 50s and the boss gives you the boot. Or you might fall victim to downsizing at a newly merged company. The culprit could even be an illness that interrupts yo... Read More »

Kevin Kautzmann, CFP® Quoted in the NY Daily News

Posted on April 19, 2010

Soon after her mother died a decade ago, Susan Martin realized it was time to rethink her own finances. “I was shocked to see she was invested in things inappropriate for her,” said Martin, 56, who lives in Park Slope, Brooklyn, and owns a business coaching and consulting firm called Bus... Read More »

Kevin Kautzmann, CFP® Quoted in MSN Money

Posted on March 18, 2010

Getting into the investing game for the first time can be intimidating. New investors might think they have to spend hundreds of hours learning about stocks and mutual funds, and constantly watch their portfolios to make sure they’re on track. Hooey, many experts say. “To think that by t... Read More »

Kevin Kautzmann, CFP® Advised AOL’s Personal Finance WalletPop Reader

Posted on March 12, 2010

I’m hardly Dear Abby, and I don’t normally turn something left in the comments section into a story, but this message, left in the comments section of a recent post I wrote, grabbed me and I couldn’t turn away: I have been married for 12 years and have just been told by my husband... Read More »

Kevin Kautzmann, CFP® Quoted in TimeOut New York

Posted on January 17, 2008

Five out of five financial planners think you should have one, and 70 million Americans do. This clock-puncher says they’re all wrong. By Ashlea Halpern Photograph: Roxana Marroquin So here I am, 26 years old, and I haven’t saved a penny for retirement. Like many folks my age, I have a l... Read More »

Kevin Kautzmann, CFP® Featured in Advisor Today

Posted on January 1, 2001

Employee benefits have become vital to the success of businesses. Good benefit plans help lure high-quality employees who can keep organizations competitive. But rising costs, particularly on the medical side, mean that employers must be careful when putting packages together. Plans should be attrac... Read More »

Kevin Kautzmann, CFP® quoted on

Posted on January 24, 2000

If you want to bring up a scary topic, it’s not what you might think – it’s retirement. Many Americans are freaking out about the future. In a new survey from Wells Fargo & Co., 40% of affluent (those with $100,000-$250,000 in investable assets) Americans say their biggest fear about ret... Read More »