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.

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?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

The Pros and Cons of Financing Options

Common types of financing that might be available to help small businesses expand or cover operating expenses.

When a Saver Marries a Spender, Every Penny Counts

Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.

Student Loans Meet Retirement

Considering a higher-education loan for yourself or others? Here are some factors older adults should keep in mind.

HOT TOPIC: Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

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