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Understanding Your Financial Needs

Welcome, we're Knapp Financial Advisors, a financial organization located in Calabasas, California. We understand that individuals face unique challenges as they prepare for retirement as well as during their retirement years. We strive to provide long term investment solutions for our clients that will help them achieve greater success in their retirement. We offer an objective, unbiased approach to financial planning. We specialize in Wealth Management, Financial Planning, and Estate Planning and Settlement and service Calabasas, LA County, and Ventura County.

With the support of a team of professionals at Knapp Financial Advisors, we offer a wide variety of retirement planning services that will help us create a personalized approach to financial planning that is customized to your individual income needs and financial goals. We look forward to working with you through all stages of your life.

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Helpful Content

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Saving for College 101

Here's a crash course on saving for college.

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