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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The federal government requires deceased individuals to file a final income tax return.
Regardless of how you approach retirement, there are some things about it that might surprise you.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Around the country, attitudes about retirement are shifting.
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s been a lot of talk about Tax Reform. What might it look like?