Resources

So much of what our customer's need is complex and difficult to navigate. Balancing stock market, economics and tax can be almost impossible for most people to manage. Kerr Wealth provides high-touch advisory services from our Certified Financial Planners (CFP), Investment Advisors and consultants. 

Below are just some of the many questions we get asked from our customers. Our fee-only financial advisors in Fresno, CA can help you with many areas of finance so you can move forward with confidence.

Taxes

  • Understanding Marginal Income Tax Brackets

  • How Income Taxes Work

  • What Do Your Taxes Pay For?

  • What If You Get Audited?

  • What Is a 1035 Exchange?

  • Do You Owe The AMT?

  • How to Make the Tax Code Work for You

  • Tax Deductions You Won't Believe

  • Donating Art: Taxation Abstraction

  • Red Flags for Tax Auditors

  • “Dirty Dozen” Tax Scams to Watch For

  • How to Appeal Your Property Taxes

  • Six Most Overlooked Tax Deductions

  • You May Need to Make Estimated Tax Payments If…

  • Tax Rules When Selling Your Home

  • Filing Final Tax Returns for the Deceased

  • Tax Reform: Before and After

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Investing

  • The Business Cycle

  • A Look at Diversification

  • Inflation & Your Money

  • Mutual Funds vs. ETFs

  • Value vs. Growth Investing

  • Rebalancing Your Portfolio

  • Estimating the Cost of College

  • TIPS for Inflation

  • Types of Stock Market Analysis

  • Best-Performing Asset Classes

Money

  • Spotting Credit Trouble

  • How Does Your Credit Score Compare?

  • U.S. Personal Savings Rate

  • Life and Death of a Twenty Dollar Bill

  • Pay Yourself First

  • Buying vs. Leasing a Car

  • Your Emergency Fund: How Much Is Enough?

  • Budget Check Up: Tax Time Is the Right Time

Retirement

  • What Is an Annuity?

  • 9 Facts About Retirement

  • 9 Facts About Social Security

  • The Cost of Procrastination

  • Healthcare Costs in Retirement

  • When Should You Take Social Security

  • Traditional vs. Roth IRA

  • Split Annuity Strategy

  • Where Will Your Retirement Money Come From?

  • Important Birthdays Over 50

  • How Will Working Affect Social Security Benefits?