James C. Knapp, an Accredited Investment Fiduciary (AIF®), is a Branch Manager with LPL Financial. James is focused on helping with your Retirement Income Planning and Wealth Strategies. James helps his clients answer two fundamental questions:
· Will I make it?
· Do I have any financial blind spots?
James has found that people frequently haven’t defined what “it” means for them. James helps you put specifics to what you are trying to achieve with your wealth. James then reviews what you are currently utilizing financially to help determine the chances of that occurring. James goal is to give you a financial roadmap to your short term and long term financial ambitions by using a disciplined and risk aware investment strategy that seeks to provide consistent, realistic returns.
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When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
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How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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