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A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup From Boats to Brokers Jane Bond: Scaling the Ladder
 

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Five Main Areas of Financial Planning

 

A Holistic Approach

A Comprehensive Wealth Management Practice Focused on You

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without a sound yet flexible strategy in place, it can be difficult for you to effectively pursue your goals.

We are Krpalek Financial Services, an independent wealth management firm dedicated to helping you make smart money decisions based on your current situation, goals and feelings. We seek to provide sound financial advice and individualized service that will make a positive difference in helping you pursue your financial goals.

Whether you are a retiree, a business owner, a corporate executive, or a family, we can work closely with you to develop creative solutions to your financial concerns. And as an independent firm, you can feel confident knowing our guidance is wholly unbiased and objective. We are committed to providing you impeccable, personalized service that stands out from the average firm.

To learn more about our services or to schedule a complimentary consultation, we invite you to contact our office today.

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The History of Retirement

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Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

What Is a 1035 Exchange?

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.

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Catch-Up Contributions

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Directors and Officers Liability Insurance

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Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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