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 Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Apps that help small business owners better manage and grow their business.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Earnings season can move markets. What is it and why is it important?
Lifestyle considerations in creating your retirement portfolio.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women must be ready to spend, on average, more years in retirement than men.