Wealth Preservation Strategies, LLC

Foundational Planning for a Secure Future

I'm Kerry Kassulker, owner and founder of Wealth Preservation Strategies, LLC.  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.

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,339.99 + 1.15
Nasdaq Composite 7,496.89 + 2.29

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Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis

Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.

Chained CPI and Your Taxes

One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises

A glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.

More Newsletters →

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Federal Income Tax

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

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