OUR OFFICE HAS MOVED TO MANSFIELD    


New Address:     20 Cabot Blvd. - Suite 300, Mansfield, MA 02048 


Our phone number will stay the same: 800-862-0900 


     Welcome to the KGR Financial Resources website, where you’ll find a wealth of information including detailed descriptions of our staff and services.  We have also included some additional information in the form of newsletter articles, calculators, and research reports we trust you will find both helpful and informative. 

     We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you will see the value of working with the skilled professionals at KGR Financial Resources to pursue your financial goals. We’re here to help educate you about the basic concepts of personal financial management and to help you learn more about who we are and the services our representatives provide.  We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.


 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

More Newsletters →