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

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Expectancy

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

Too Good to Be True?

Knowing what to look for could help investors guard against common types of fraud such as pyramid schemes and affinity fraud.

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

More Newsletters →