Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We belive in a planning process that uses unbiased techniques to discover what your needs and goals are, and then developing a personalized solution that is specific to those goals. The tools we use to pursue this process are cutting edge and not encumbered with decisions influenced by institutional dictates or personal opinions.
KDK is a firm that is guided by the fact that every person and client is different and thereby needs a plan developed specifically for them.
Bernard Kiesel, CFP, CPA, PFS,is a personal financial professional that has studied all areas of planning in order to provide informed and compliant solutions for the multitude of personal and business situations represented by Central Florida's citizens.
Call 407-677-1040 or 800-901-1117 for a free planning needs analysis.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Good employee health can be great for the company’s bottom line.
A collection of tips from professional travelers.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Healthy habits are one of the greatest gifts to give your child.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are you ready for retirement? Here are five words you should consider.
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.
Understanding the cycle of investing may help you avoid easy pitfalls.