Krim Associates

The professionals of Krim Associates specialize in identifying solutions for the planning challenges faced by hard working, successful business owners, professionals, executives, and retirees - all responsible, respected leaders in their professions, industries, and communities.  As advisors, we have developed a thorough understanding of the unique problems and opportunities that confront this group of people.  This, coupled with extensive knowledge of and experience with innovative planning strategies, translates into an ability to offer you the information and advice you need to help make educated decisions. Together we can help to achieve consistent and measurable results for you and all those affected by your financial decisions.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Key Tax Breaks for Business Owners

Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

Dealing with Divorce

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

Is Smart Beta for You?

Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck