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  • Dream It. Plan It. Pursue It.

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Welcome to our blog: Permission Granted, where we encourage you to explore all the richness that life has to offer.   At Karp Financial Strategies, we want to help you Dream It, Plan It, and Pursue It. In over twenty years of working with our clients, we've found that throughout life and especially in retirement, most people don't feel empowered to go out and do the things they've always wanted to do.  Our goal is to help you give yourself the permission to pursue the life you want.

Smart Financial Steps After College

Submitted by Karp Financial Strategies on April 18th, 2018

Smart Financial Steps After College

A to-do list for the twentysomething.

Provided by

Jeffrey P. Kendall, CFP®

 

Did you recently graduate from college? The years after graduation are important not only for getting a career underway, but also for planning financial progress. Consider making these money moves before you reach thirty.

Graduation.jpg

Tags:
  • College Planning
  • Gen-X
  • Investing
  • Jeff Kendall
  • Millennial
  • Personal Finance
  • Read more

Catching Up on Retirement Savings

Submitted by Karp Financial Strategies on March 26th, 2018

Catching Up on Retirement Saving

If you are starting at or near 50, consider these ideas.

Provided by

Jeffrey P. Kendall, CFP®

keep-calm-and-catch-up-37.png

Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to generate a fund for your future and to sustain your retirement prospects.

Tags:
  • GenX
  • Investing
  • Jeff Kendall
  • Personal Finance
  • Retirement Planning
  • Read more

Keeping the Correction in Perspective

Submitted by Karp Financial Strategies on February 20th, 2018

Keeping This Correction in Perspective

After 20 months of relative calm, this volatility needs to be taken in stride.

Provided by Jeffrey P. Kendall, CFP®

Stock-Market-Correction.jpg

Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late that when one occurs, emotion threatens to influence investment decisions.

So far, February has been a rough month for equities. At the close on February 8, the Dow Jones Industrial Average was officially in correction territory after a slide occurred, which included two 1,000-point descents within four days. Additionally, nearly every U.S. equity index had lost 7% or more in the past five trading sessions.1,2

Tags:
  • Economy
  • Investing
  • Jeff Kendall
  • Personal Finance
  • Retirement Planning
  • Stock Market
  • Read more

What Do You Have in Reserve for 2018?

Submitted by Karp Financial Strategies on January 18th, 2018

What Do You Have in Reserve for 2018?

Build your emergency fund this year.

Provided by

Jeffrey P. Kendall, CFP®

piggy-bank-2.jpg

How much does the average American household have in the bank? Estimates vary, but the short answer to this question is “not enough.”

Last year, a GoBankingRates poll discovered that 57% of U.S. households had less than $1,000 in deposit accounts (although, 25% reported having at least $10,000). A 2017 analysis from Moebs Services, a research firm consulting banks and credit unions, noted that the average U.S. checking account contained around $3,600.1,2

Tags:
  • Investing
  • Jeff Kendall
  • Jeffrey Karp
  • Personal Finance
  • Retirement Planning
  • Read more

Outlook 2018 - Return of the Business Cycle

Submitted by Karp Financial Strategies on December 15th, 2017

Outlook 2018 - Return of the Business Cycle

Where are we in the current economic cycle? Why may fiscal support and better business fundamentals be key themes in 2018?

Tags:
  • 2018
  • Economy
  • Investing
  • Jeff Kendall
  • Jeffrey Karp
  • Personal Finance
  • Stock Market
  • Read more

How Much Should You Save By Age 30, 40, 50, or 60?

Submitted by Karp Financial Strategies on November 17th, 2017

How Much Should You Save By Age 30, 40, 50, or 60?

What number should you strive to reach?

Provided by Jeffrey P. Kendall, CFP®

How Much Should You Save.jpgIt is agreed that the earlier you start saving for retirement, the better. The big question on the minds of many savers, however, is: “How am I doing?” This article will show you some rough milestones to try and reach. (Keep in mind that you may need to save more or less than these amounts based on your objectives and lifestyle and income needs.)

Tags:
  • Investing
  • Jeff Kendall
  • Jeffrey Karp
  • Personal Finance
  • Retirement Planning
  • Read more

Rewards of an Ageless Attitude

Submitted by Karp Financial Strategies on August 15th, 2017

Rewards of an Ageless Attitude

By Jeffrey R. Karp

CLU,ChFC,CASL®

I believe that each of us can learn from the attitudes and experiences of those that have come before us.  This belief prompts me to glance through obituaries, looking for inspiration on how to live my life.

Tags:
  • Aging
  • Dr Shigeaki Hinohara
  • Jeff Kendall
  • Jeffrey Karp
  • Living well
  • Permission Granted
  • Retirement
  • Retirement Planning
  • Read more

LPL Midyear Outlook 2017: A Shift In Market Control

Submitted by Karp Financial Strategies on June 21st, 2017

Midyear Outlook 2017:  A Shift In Market Control

Thus far in 2017, an important shift has taken place in this economic cycle. The Federal Reserve has shown increasing trust that the economy has recovered and that market forces can keep it steady. Fiscal policy may now provide the backstop to the economy that monetary policy has provided throughout the expansion. The gauges say growth engines and market drivers may have changed: power down monetary policy, power up business fundamentals, and potentially take fiscal policy and economic growth off standby.

Tags:
  • Economy
  • Investing
  • Jeff Kendall
  • Jeffrey Karp
  • LPL Financial
  • Personal Finance
  • Retirement Planning
  • Stock Market
  • Read more

S&P 500 Index: A Bucket of Equals

Submitted by Karp Financial Strategies on May 8th, 2017

 

First question...how many stocks are in the S&P 500 index?  Did you get the hint, hidden in the question?  Second question…through mid-April, how many stocks in the S&P 500 index accounted for over 50% of the index returns in 2017?

Tags:
  • Economy
  • Investing
  • Jeff Kendall
  • Jeffrey Karp
  • Money
  • Personal Finance
  • Retirement Income
  • Retirement Planning
  • Stock Market
  • Read more

Dow 20,000-Will the Bull March On?

Submitted by Karp Financial Strategies on February 3rd, 2017

 Dow 20,000-Will the Bull March On?

As everyone probably knows by now, the Dow Jones Industrial Average moved above and stayed above the illusive 20,000 mark, on January 25, 2017.

This was certainly a landmark event, but it was certainly not the largest move(in either direction) for the stock market or the varying indexes.

Tags:
  • Permission Granted
  • Personal Finance
  • Stock Market
  • Read more
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