Andy Czajkowski

Assessing Insurance

Developing a comprehensive financial plan entails more than just accumulating enough assets to support your family and your income needs. There are considerations that must be made for life events such as death, disability, or the need for assisted living. Fortunately, there are various lines of insurance that you can build into your financial plan …

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Donating Your RMD, Qualified Charitable Distributions

The goal for many investors is to put away enough money so that in retirement they can maintain the lifestyle to which they’ve become accustomed. Retirement accounts facilitate this by allowing the full amount of your savings to grow tax-deferred which prevents taxes from eating into your returns and the rate at which they grow. …

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Establish a Trusted Contact

We want you to be prepared for all of life’s possible outcomes, and so does the SEC, as reflected by new best practice recommendations.   We at Karp Capital have always stressed to our clients the importance of planning, which is why we encourage you to maximize your retirement savings, insure your assets, and have …

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Lunch Seminars on DSTs

After the busy tax season ended in the second quarter, we invited CPAs with new-found time to have lunch with us and learn about the tax benefits of exchanging property into, and investing in, Delaware Statutory Trusts (DSTs). We appreciate everyone who came out to learn why DSTs can be an attractive option for 1031 …

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Start Caring for the Future You

Financial planning involves more than just saving on taxes and putting away as much as possible; it also requires a strategic plan for retirement.   You should be managing both sides of your personal balance sheet: the debits and the credits, the assets, and the liabilities. That also involves insuring yourself against the risks that …

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Share Your Life

We hope that during last month’s holiday festivities you had the chance to gather your family together and spend quality time with the people you care about. We spend our year working with you towards your financial goals so the life you share with loved ones has one less distraction. You don’t work hard and …

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Assets Into Income

Throughout your investment life you go through two distinct phases. There’s your period of asset accumulation and growth, where you work hard and strategically plan to ensure you build your net worth and save enough for retirement. This involves constructing a thorough financial plan that takes into consideration your assets and liabilities and not only …

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