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;
Sounding Board; Financial Conscience; Teacher; Mentor; Friend."

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,827.36 + 0.36
NYSE Composite 11,991.52 + 0.76

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Three Lessons from Retirees

A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.

Qualified Longevity Annuity Contracts (QLACs)

Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.

Managing Your Workplace Retirement Plan

This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.

Keeping Cool: Investment Strategy vs. Reaction

This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck