Where there is change, there is also opportunity. For the optimal long-term solution, you must address both the personal and financial sides of change.Learn More
What We Can Offer You
We help you achieve peace in the present moment and confidence about the future by addressing both the personal and the technical sides of money management, insurance and investments.Learn More
Our Team of Professionals
Obtain unbiased, straightforward and trustworthy guidance from a team that includes CERTIFIED FINANCIAL PLANNERS™ and Certified Financial Transitionists™, practitioners trained in the art and science of transition.Learn More
Be Certain about Your Financial Decisions Even During Uncertain Times
Life-changing events are pivot points that come with their own unique set of circumstances, challenges and opportunities. Making financial decisions in the midst of life-changing events can have long-term consequences. Those consequences can be both financial and personal and your mindset towards change has a large impact on the outcome. Kirsch & Associates helps you to identify when to sit with the uncertainties and the unknown, and when to move forward and make decisions. When you are equipped with confidence and a sense of purpose, life’s pivot points can create more than just transitions. They can be transformations.Contact Us
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A few strategies that may help you prepare for the cost of higher education.
How long does a $20 bill last?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.
Do you have causes that you want to support with donations? Here are three tips.
If you died, what would happen to your email archives, social profiles and online accounts?