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.
-Todd
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.
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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.
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When working with local businesses, we focus on employer-sponsored retirement plans and small business owner succession planning.
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How Stocks Work
Understanding how a stock works is key to understanding your investments.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.