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111 West Second Street
PO Box 112
Pomeroy, OH 45769

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Karl Kebler III, CPA

(740) 992-7270

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—I can help you address your most pressing money questions.

My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer. 

Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

2017 Year in Review

Take a look at this 2017 Market Recap.

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