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.

Dividends for Income and Total Returns

Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.

Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.

Where to Look for Lost and Forgotten Money

States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

Uncle Sam Wants to Know About Your Gig Income

Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

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.

Lease Payment

How much would your monthly lease payment be?

Estate Taxes

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

College Funding

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

More Calculators →

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