Knapp Financial Advisors
Help Individuals achieve their financial goals with a personal approach. We focus on Estate Planning and Wealth Management. http://knappfinancial.com/disclosures
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
Check out this video on taxes.
06/13/2026
What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
Retirement Accounts When You Change Your Job This video explores what to do with retirement accounts when you move on from your job.
06/11/2026
Here are eight mistakes to avoid when.
Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement.
06/08/2026
Currency has been around for a long time. Here's a quick history lesson.
06/06/2026
Estimate the total amount you may need saved to support your desired retirement lifestyle.
How Much Do I Need To Retire? How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
06/05/2026
Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.
Monthly Market Insights | June 2026 Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...
06/04/2026
Terrible or wonderful; Could a variable annuity be right for you?
Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
06/01/2026
What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.
IRA Income Estimate the potential monthly income your IRA balance could generate in retirement.
05/30/2026
Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.
Social Security Tax Estimator Estimate how much of your Social Security benefit may be subject to federal income tax.
05/28/2026
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
Once Upon a Goal Do you know how to set up your financial goals for success? This knight does.
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Website
Address
23548 Calabasas Road, Ste 107
Calabasas, CA
91302
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |