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 17,550.69 - 0.27
Nasdaq Composite 5,105.55 - 0.19

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.

Cyclical vs. Defensive Stocks

Cyclical and defensive stocks differ and consumer spending and economic growth may affect various sectors of the stock market.

HOT TOPIC: New Consumer Credit Protections

Why your credit score matters and how recent changes could help you manage and potentially improve your credit.

Should I Stay or Should I Go? Easing into Retirement

Two strategies that might help those who are considering retirement make a smoother, more confident transition.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

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.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Disability Income Insurance

How much Disability Income Insurance do you need?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →