You are viewing a preview location.

1640 East 94th Street
Brooklyn, NY 11236

Kim Bourne

(718) 629-5898

 
 


Smart Choices that Enhance Our Lives

Faith, family, friends and prosperity are precious. How will we choose to strengthen them? How can we make our lives richer?

Kim Bourne helps people make smart choices about money - choices to enhance the quality of life, choices that help promote family security.

Learn more about Kim at this web site, and contact her today to plan wisely for your future.

 

Helpful Content

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Rightsizing for Retirement

What does your home really cost?

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow