NOTICE TO CLIENTS
Effective today (3/23/20), for your safety and the safety of others, our office is temporarily closed to ALL clients and visitors.
My in-office hours, until further, are Monday thru Friday 8am to 1pm PDT.
As always, I am available to assist you in a variety of ways – office phone, mobile, e-mail or this website. Stay home, stay safe and be well.
How Do You Envision Your Financial Future?
At Knapp Financial Group, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning concerns, make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you in preparation of retirement and throughout life’s transitions, such as the education of children and grandchildren, the loss of a spouse, a disability and caring for aging parents.
With more than 18 years of experience serving clients and their financial needs, we take pride in knowing we have helped clients successfully navigate through life’s major milestones. We serve clients in the Salinas Valley, Monterey Bay, and throughout the Central Coast. Contact us today and let us help you plan for tomorrow.
Whatever challenges you face, we work diligently to proactively create strategies tailored to your unique needs and to help you feel confident in your decision making.Learn More
We develop retirement strategies to prepare you for the transition into retirement while also providing ongoing support for individuals and families dealing with significant life events.Learn More
When working with local businesses, we focus on employer-sponsored retirement plans and small business owner succession planning.Learn More
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn a little about worldwide currency in this fun infographic
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Learn how to address the challenges that women face when planning for retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn about cyber liability insurance in this entertaining video.