KOHR Financial & Insurance Services

KOHR Financial & Insurance Services Worry Less, Play More At KOHR Financial & Insurance Services, it is our purpose to help maximize financial security and the efficiency of your money at work.

Through combinations of strategies and products, we strive to have you reach your full financial potential. There are many pitfalls in today's economic world. At KOHR our knowledge and skill enables you to excel despite these challenges.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
09/07/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
09/04/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Considering a vacation home? 5 questions to determine if you’re ready.
09/02/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
08/31/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
08/28/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

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

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
08/26/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
08/24/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

It isn't whether you should have auto insurance - it's what kind you should have.
08/21/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

What should you look for in a personal finance app?
08/19/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

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3020 Old Ranch Parkway
Seal Beach, CA
90740

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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