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 21,409.55 + 0.07
Nasdaq Composite 6,247.15 - 0.29

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LLCs: Hybrid Structure May Offer Best of Both Worlds

A look at the distinctions between LLCs, partnerships, and sole proprietorships.

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

Finding Lost Money

Though finding buried treasure is unlikely, discovering “lost” money or other assets may not be a fantasy after all.

Comparing Your Retirement Plan Options

A look at some specific features of employer-sponsored retirement plans (401(k) plans, SEP IRAs, and SIMPLE IRAs).

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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

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