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LATEST financial focus PODCAST

Fire-Proof Your Finances

Fires, pandemics, lost jobs, oh my! With all that is going on right now, it is important to do what we can to stay in control and prepare for the worst. As a fiduciary, we utilize information our clients share with us to identify their specific risk tolerance, however, here at Karp Capital we know

Read More »

Fire-Proof Your Finances

Fires, pandemics, lost jobs, oh my! With all that is going on right now, it is important to do what we can to stay in control and prepare for the worst. As a fiduciary, we utilize information our clients share with us to identify their specific risk tolerance, however, here at Karp Capital we know

Read More »

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RECENT PODCAST EPISODES

Keep Track of the Important Stuff

As the complexity of your financial life grows, so does the number of documents and information that you need to track. It is easy to forget where you filed away important documents, especially when someone tells you “it’s for your records”. As a fiduciary and as your financial advisor, we understand all the moving parts

Read More »

Cash Balancing Act

With the tax filing deadline extended to July 15th this year, many business owners realized the extent of their tax liability much later than usual. This shortened the window in which business owners had to adjust their strategic planning and minimize tax liability. With the COVID-19 pandemic affecting both daily operations and long-term planning, it

Read More »

Required Minimum Distributions -> Optional Distributions

  In 2019 the federal SECURE Act was passed. It changed the age required for people to begin taking Required Minimum Distributions (RMDs) from 70 ½ to 72. This change was only going to affect those turning 70 ½   in 2020 and beyond. However, this became moot with COVID-19 related RMD reforms.   The CARES

Read More »

Give Me Some Credit

During the first hints of volatility at the start of March, the flight to safety drove interest rates to multi-year lows and had lenders cutting mortgage rates to be competitive in what looked like the start of a new home refinancing boom.   The cost to borrow quickly fell to multi-year lows and mirrored the

Read More »

Keep Track of the Important Stuff

As the complexity of your financial life grows, so does the number of documents and information that you need to track. It is easy to forget where you filed away important documents, especially when someone tells you “it’s for your records”. As a fiduciary and as your financial advisor, we understand all the moving parts

Read More »

Cash Balancing Act

With the tax filing deadline extended to July 15th this year, many business owners realized the extent of their tax liability much later than usual. This shortened the window in which business owners had to adjust their strategic planning and minimize tax liability. With the COVID-19 pandemic affecting both daily operations and long-term planning, it

Read More »

Required Minimum Distributions -> Optional Distributions

  In 2019 the federal SECURE Act was passed. It changed the age required for people to begin taking Required Minimum Distributions (RMDs) from 70 ½ to 72. This change was only going to affect those turning 70 ½   in 2020 and beyond. However, this became moot with COVID-19 related RMD reforms.   The CARES

Read More »

Give Me Some Credit

During the first hints of volatility at the start of March, the flight to safety drove interest rates to multi-year lows and had lenders cutting mortgage rates to be competitive in what looked like the start of a new home refinancing boom.   The cost to borrow quickly fell to multi-year lows and mirrored the

Read More »

WITH 25+ YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY, THE KARP TEAM IS UNCOMPROMISING IN THEIR COMMITMENT TO HELP YOU REACH YOUR INVESTMENT GOALS.

At Karp Capital we understand the intricacies of business operations, and the demands placed on business owners.

Business Financial Planning

Access a true one-stop-shop for all of your financial needs and information, including the convenience of a real-time, at-a-glance snapshot, incorporating every element of your financial picture.

CLIENT PORTAL

We offer an array of services that will help you make sense of your financial picture today and help you plan for tomorrow.

Personal Financial Planning

FIND OUT HOW KARP CAPITAL CAN HELP TODAY! Toll Free: 1.877.900.KARP (5277)