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Image of an American flag, with a person looking out of them similar to window blinds.
Jonathan Kesselman | Jul 3, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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An older man relaxing and laying down in an inner tube on relaxing water.
Jonathan Kesselman | Apr 7, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Jonathan Kesselman | Jan 3, 2024

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Couple walking in a field with the ocean in the background
Jonathan Kesselman | Dec 16, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Jonathan Kesselman | Sep 14, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Jonathan Kesselman | Sep 14, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Person writing a list in a notebook
Jonathan Kesselman | Sep 14, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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About Us

Kesselman Wealth Management helps individuals and families successfully plan for and navigate retirement. We believe that thoughtful, detailed planning is one of the most effective ways to create financial security. Our clients receive proactive guidance on investment management, tax-efficient distribution strategies, insurance planning, debt reduction, and estate planning considerations.

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Jonathan.Kesselman@lpl.com

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