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
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Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A change in your mindset during retirement may drive changes to your portfolio.
When to start? Should I continue to work? How can I maximize my benefit?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Calculating your potential Social Security benefit is a three-step process.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.