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Kilpatrick Advisors

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Helpful Content

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Comparing Investments

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

How Income Taxes Work

A quick look at how federal income taxes work.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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