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

Kirshner & Klarfeld Financial Group, LLC

(480) 588-6356

 
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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

First Things First

First Things First

These four essential steps can help to increase your financial confidence for the year ahead.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

7 Easy Ways to Improve Your Finances This Week

Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Organizing Your Finances

Spark joy and become more confident by giving your finances the home organization treatment.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

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

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.

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

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Rightsizing for Retirement

What does your home really cost?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here’s a crash course on saving for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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