Kalter Financial Group

Just as a reminder, our office will be CLOSED in observance of Independence Day! Enjoy the holiday with your family + friends, and please BE SAFE! Our office will resume our Summer Hours on 7/5/18.

Summer is here + so are our SUMMER HOURS! We'll be open from 8AM - 4PM Monday - Friday from now until September 30th! (as always we're closed from 12-1 for lunch!)

What’s the question every retiree asks? "Will I outlive my money? If you’ve found yourself asking something similar, these four tips can help your retirement nest egg go the distance.

Retirement planning is about much more than just saving. It's time to create a more detailed plan towards a retirement date you can live with.

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Tax season is here again. Give us a call to schedule your appointment. We can provide all your wealth management needs! Give Tiffany a call at 909-860-1975 and she will get you the correct department. Miguel Barriga - CPA, Financial Advisor & New Accounts Linda Franco - Administrative Assistant Financial Svs. Jeanette Gerra - Operations Manager/Payroll Manager... Ronnie Durna - CPA & Financial Advisor Toni Turnquist- Executive Assistant Accounting Department Eric Kalter CEO - Please contact Toni. Financial Services, Accounting, Bookkeeping, 401K, IRA's, Tax prepatation, Incorporating, Payroll.

Just as a reminder, our office will be CLOSED in observance of Independence Day! Enjoy the holiday with your family + friends, and please BE SAFE! Our office will resume our Summer Hours on 7/5/18.

Summer is here + so are our SUMMER HOURS! We'll be open from 8AM - 4PM Monday - Friday from now until September 30th! (as always we're closed from 12-1 for lunch!)

The Paycheck Protection Program will continue to grant small businesses access to forgivable loans in 2021. Learn if your business is eligible and how you can receive financial assistance during this time.

Nearing retirement, you’ll want to nail down your withdrawal strategy early. But in order to do that, you should have a greater understanding of your options. Are you up to speed on the two of the most common withdrawal strategies for your retirement: systematic withdrawal and the bucket approach?

When reviewing the key differences between Roth and Traditional IRAs, it’s important to ask yourself: When is the most advantageous time to pay tax on my income?

You contribute to your Social Security account your whole life, so when should you claim it? Read on to get some tips on the best time to claim Social Security.