 Joel Kugler Financial Advisor FSC Securities Corporatio |
Our mission is to direct clients in making wise and appropriate financial planning choices
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Sunset over the Alaskan Range
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"As a Financial Advisor, Joel fills many roles. That role depends on what a client needs in a specific situation: Trusted Advisor; Problem Solver; Planner; Catalyst; Coordinator; Consultant; Coach; Confidant; |
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Kugler Financial Services Network
PO Box 84827 Fairbanks AK 99708-4827
1488 Holy Cross Drive Fairbanks AK 99709
The street address is for FedEx/UPS deliveries only.
Please use the PO BOX for all (USPS) mail.
1488 Holy Cross Drive Fairbanks AK 99709
The street address is for FedEx/UPS deliveries only.
Please use the PO BOX for all (USPS) mail.
Phone:
- 907-374-3914
Fax:
- 907-374-3915
Newsletters
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.