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Kevin Kautzmann, CFP® quoted in
Yahoo Finance
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® quoted in
Smart Money
NEW YORK, NY / 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 — … Continue reading →
Kevin Kautzmann, CFP® quoted in
The Wall Street Journal
NEW YORK, NY / April 21, 2012 - 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 … Continue reading →
Kevin Kautzmann, CFP® quoted in
The Wall Street Journal
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® Quoted in
Smart Money Magazine
NEW YORK, NY / 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, … Continue reading →
Kyle Kautzmann Quoted in
Charter School Insider
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® Quoted in
Fox Business News
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® Quoted in
Reuters Money
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® Quoted in
The Wall Street Journal
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® Consulted in
AOL – Money
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® Quoted in the
NY Daily News
NEW YORK, NY / 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, … Continue reading →
Kevin Kautzmann, CFP® Quoted in
MSN Money
NEW YORK, NY / 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. … Continue reading →
Kevin Kautzmann, CFP® Advised
AOL’s Personal Finance WalletPop Reader
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® Quoted in
TimeOut New York
NEW YORK, NY / 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 … Continue reading →
Kevin Kautzmann, CFP® Featured in
Advisor Today
NEW YORK, NY / 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. … Continue reading →
Kevin Kautzmann, CFP® quoted on
DepositAccounts.com
NEW YORK, NY / 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 … Continue reading →
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