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."

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 21,052.53 - 1.69
NYSE Composite 9,880.63 - 1.81

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Retirement Plans for the Self-Employed Dangle Tax Benefits

Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.

Three Regrets of Retirees

More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.

Is It Time to Step Up Your Digital Marketing?

Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.

More Newsletters →

  • 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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Roth IRA Conversion

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

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