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7373 E. Doubletree Ranch Road
Suite B-155
Scottsdale, AZ 85258

Kirshner & Klarfeld Financial Group, LLC

(480) 588-6356

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! When the Unexpected Becomes Reality

Welcome

We hope you enjoy your visit and find this website informative. Whatever your dreams may be, our mission is simple:

Through our individual and collective experience and expertise, we will strive to help you get to the truth of your financial well-being, to make your money work harder and smarter and to give you more options for using your wealth. In doing so, we will move you closer to, and then allow you to maintain, an optimal level of financial balance.

Helpful Content

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

How Interest Rates Affect Everything

This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

Whole Life: The Key to Unlocking your Retirement

Imagine a retirement without having to worry about money? Well, it’s possible.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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