 Joel Kugler Financial Advisor FSC Securities Corporation |
Our mission is to direct clients in making wise and appropriate financial planning choices |
|
|
"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; |
||
Kugler Financial Services Network
PO Box 84827
Fairbanks AK 99708-4827
1488 Holy Cross Dr
Fairbanks AK 99709
The street address is for
FedEx/UPS deliveries only.
Please use the PO BOX
for all (USPS) mail.
Fairbanks AK 99708-4827
1488 Holy Cross Dr
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
-
Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
-
Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
-
Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
-
Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| NYSE Composite | 15,010.47 | -1.29% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.