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

Kirshner & Klarfeld Financial Group, LLC

(480) 588-6356

 
When the Unexpected Becomes Reality Don't Myth Out on Whole Life RE: Retirement 18 Years Worth of Days

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

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

What the New Tax Bill Means for You

What the New Tax Bill Means for You

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

 

The Great Debate Continues: Active vs. Passive

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

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Financial Empowerment for Women

Flex your financial superpowers.

How Solid is Your Offensive Line?

As quarterback of your life, here’s a fun way to think about protecting your financial future.

Trends in Charitable Giving

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

Asset and Account Consolidation for Your Estate

Investment account consolidation is important to consider for estate planning.

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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.

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.

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.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

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

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Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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