With You Every Step of The Way
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can plan ahead.
Whether you’re facing retirement, planning for college, or coordinating your estate, Kuderna Financial Team can help you address your most pressing money questions. With multiple office locations in New Jersey and New York, and state of the art technology, we can service clients at home or across the country.
Our first priority is your overall financial success. We 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 our foundation of success.
This 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. We'll get back to you quickly with a thoughtful answer.
Bryan M. Kuderna
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.
Take the Stage: Starting Out
Start planning for their financial futures by following a few helpful guidelines.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
These planning tips can help.
Imagine a retirement without having to worry about money? Well, it’s possible.
Millennials are redefining retirement planning.
For some, the social impact of investing is just as important as the return, perhaps more important.
Investment account consolidation is important to consider for estate planning.
There’s a link between debt and stress.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.
Do you know how to set up your financial goals for success? This knight does.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.