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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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance

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

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Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Chained CPI and Your Taxes

One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

Four Financial Numbers You Should Know

Four financial numbers that you should understand (and that could potentially improve your financial situation).

Where There's a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

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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