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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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Wealth Management Issues

 

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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Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Where Will Your Retirement Money Come From?

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Mutual Funds vs. ETFs

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Variable Universal Life Insurance

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

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A Fruitful Retirement: Social Security Benefit

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Power of Tax-Deferred Growth

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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