Kodiak Wealth Management
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- (610) 275-5634
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Newsletters
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
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Is Your Business Eligible for the Research and Development Tax Credit?
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
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Going Public: How Are Direct Listings Different from IPOs?
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
Calculators
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.