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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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This worksheet can help you estimate the costs of a four-year college program.
To choose a plan, it’s important to ask yourself four key questions.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?