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.

Passive, Active, or Both?

Index funds or traditional actively managed funds: Which approach, or both, is most effective?

HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.

Three Ways to Help Simplify Your Finances

Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.

Avoiding Probate

Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

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.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

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