Koerner Wealthcare, LLC

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Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Health Savings Account: Funding an HSA Could Help You Prepare for Retirement

In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

Community Property Laws: Yours, Mine, and Ours

Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

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