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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The federal government requires deceased individuals to file a final income tax return.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.