Kent Investment Counseling

Providing unique service with clarity and vision

Kent Investment Consulting, LLC was organized in 2007 by Stephen K. Kent, Jr., CFA,CIC following his retirement after a career spanning almost five decades.  During this period, Steve developed a well-earned reputation as a clear, independent    thinker who brought reason and good judgment to the analysis of the economy and the capital markets.  His present consulting practice serves the varying needs of high net worth investors, financial planners, investment managers, and attorneys and accountants.

The services offered cover an unusually broad range and are fully explained in separate sections devoted to each group of prospective clients.  Please review the appropriate materials found in "About Us" and/or contact Steve directly to discuss your area of interest.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

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