Karp Financial Advisors

Karp Family Vacation 2012.


WHO WE ARE:

Karp Finanical Advisors, Inc. has been providing finanical planning solutions and investment management to individuals and familes since 1987. 


WHAT WE DO:

We help people live the life they choose.  Our goal for our clients is to create the financial independence they need to live the life they want now and in the years to come.   We specialize in:

                  Retirement Planning           Estate Planning

                  Education Funding              Tax Planning and Preparation  

                  Investment Management     Insurance Planning

We're in the people business...we just happen to work with money.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Are Your Beneficiaries Up-to-Date?

Now may be a good time to make sure that the beneficiaries in your will, insurance policies, and retirement accounts are current.

If Inflation Is Low, Why Are Prices High?

Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

Clue for Homeowners: Filing a Claim Could Cost You

According to a recent report, homeowners who filed just one insurance claim saw their premiums rise by an average of 9%.

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