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 26,664.40 + 0.89
NYSE Composite 12,536.81 + 0.58

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The Beige Book: A Timely Economic Read

The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage

As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.

Crisis Relief: Financial Lifelines for Affected Workers

Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.

HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact

Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.

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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.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Personal Inflation Rate

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

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