Skip to main content
menu
  • Home
  • Our Team
  • Our Services
  • Client Login
  • Resources
    • Financial Calculators
    • Useful Links
  • Blogs
  • Contact Us

Blog

Finance
Peter Kerntke | Apr 28, 2022

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
Read More
Two men sitting at a table and having a conversation
Peter Kerntke | Apr 21, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Parents holding their child's hands. The child is jumping
Peter Kerntke | Apr 14, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Elderly woman doing yoga in a park
Peter Kerntke | Apr 7, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Diverse colors of candy.
Peter Kerntke | Mar 31, 2022

Why Diversifying Your Portfolio is Important

Investments
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also
Read More
Two people having a picnic by a lake
Peter Kerntke | Mar 24, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Peter Kerntke | Mar 17, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
Finance
Peter Kerntke | Mar 10, 2022

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
Read More
Hands holding a small wrapped present
Peter Kerntke | Mar 3, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Peter Kerntke | Feb 24, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
Read More
Savings
Peter Kerntke | Feb 17, 2022

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

Read More
Peter Kerntke | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Current page 8
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Next page Next ›
  • Last page Last »

Investment Advisor Representative, Kerntke Otto McGlone Wealth Management Group, A Registered Investment Advisor. To clients of AR, AZ, CA, CO, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA, & WI.

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Kerntke Otto McGlone Wealth Management Group (KOM) is a registered investment adviser located in Appleton, Wisconsin.  KOM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. KOM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of KOM’s website on the Internet should not be construed by any consumer and/or prospective client as KOM’s solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by KOM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of KOM, please contact the state securities regulators for those states in which KOM maintains a registration filing. A copy of KOM’s current written disclosure statement discussing KOM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov-  or from KOM upon written request. KOM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to KOM’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk, and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

KOM, throughout its website, has provided links to various other websites. While KOM believes this information to be current and valuable to its clients, KOM provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time-sensitive nature, or viability of any information shown on these sites.


  • Form ADV
  • Form ADV CRS
  • Privacy Policy
  • Sitemap

© 2025 Kerntke Otto McGlone Wealth Management, LLC. All rights reserved.