News and Commentary
Kerr Wealth Kernels
Backdoor Roth IRA: Designed to provide Tax-Free Retirement
A Backdoor Roth IRA lets high earners bypass income limits for Roth IRA contributions.
What is a stock split?
When a company splits its stock, it takes each share and divides it into some larger number of shares.
Unlock the Power of Dollar Cost Averaging
Discover how dollar cost averaging can reduce investment risk, build long-term wealth, and simplify your path to financial success.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 08, 2025
Play Zone®️
What if you could test-drive your financial future?
Play Zone®️ is a powerful, interactive tool that helps you explore different financial scenarios and instantly see how they affect your plan’s success.
Start exploring today—log in to your Online Access to get started!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
