About: Robert L. Kaercher, CIMA

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Bio: Wealth Manager

Posts by Robert L. Kaercher, CIMA:

Stay the Course: There’s a Cost to Timing the Market

Posted on: 27 Apr 2020

In a volatile environment like the one we find ourselves in today, some investors want to take action just to…

Living a Long, Happy Life Takes Planning – A Look at Aging & Eldercare

Posted on: 20 Nov 2018

While we all want to grow older, we don’t necessarily want everything that comes with aging.  According to the U.S….

How Business Owners Can Defer More Tax and Save More for Retirement

Posted on: 22 Feb 2017

It might not happen to every business owner but there are times a company is generating more profit for the owner than they can shelter in a traditional 401(k) retirement plan. A cash balance plan could be a good way for you to shelter more of your income and put more aside for retirement.

Registered Investment Advisor or Broker/Dealer: Which is right for you?

Posted on: 25 Feb 2016

The investment world offers so many options not just in your investments, but in those you work with who manage them. How can the average investor have confidence that the investment firm and/or professional that they choose fits the bill?

Five Reasonable Expectations to Have of Your 401(k) Adviser

Posted on: 30 Nov 2015

The business owner who wants to build a successful business may offer a 401(k) retirement plan to his or her employees as a benefit. While this is a great tool to attract talent, it also gives the business owner another hat to wear: that of Trustee of the retirement plan.

Hoping to join the Centenarians Club One Day?

Posted on: 13 Oct 2015

Healthy lifestyles and great genes are big contributors to longevity. If you hope to be among the elite group of Cententarians, how can you plan for a 100-year old’s financial future?

You Said “I Do”, But What If One Day You Say “I Don’t”?

Posted on: 02 Jul 2015

While divorce is not the most pleasant subject for an article, it’s important to know some basics should it happen to you or someone you know. With the current divorce rate over 50%, it is a good idea to consider what happens if you married without a prenup and your marriage doesn’t work as planned.

Converting a Traditional IRA to a Roth IRA

Posted on: 18 Sep 2014

Have you seen an article about converting your IRA to a Roth IRA? Many financial companies are running ads encouraging people to “convert”, hoping to cash in on the big “opportunity”.