Kodiak Wealth Management
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- (610) 275-5634
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Newsletters
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Your Business: New Rules for Writing Off Restaurant Meals
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
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Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.