Knapp Financial Advisors

Knapp Financial Advisors

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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

06/15/2026

Check out this video on taxes.

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Retirement Accounts When You Change Your Job 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.

Eight Mistakes That Can Upend Your Retirement 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.

The History of Currency 06/08/2026

Currency has been around for a long time. Here's a quick history lesson.

The History of Currency

How Much Do I Need To Retire? 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

Monthly Market Insights | June 2026 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...

Is a Variable Annuity Right for Me? 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.

IRA Income 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.

Social Security Tax Estimator 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.

Once Upon a Goal 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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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