Category Archives: Personal Finance

Where Do We Go From Here? Strategies for Moving Forward After a Market Correction

Start the celebration, the market correction of September/October 2014 is officially over. Or is it? Wouldn’t it be great if there were specific dates that could be identified as the beginning and end of downtrends in the stock market? Wouldn’t … Continue reading

Posted in Investment, Jeffrey Karp, Market Forecast, Personal Finance, Retirement Planning | Tagged , , ,

Jason Ray’s Inspiring Gift

The path to financial freedom may be paved with a great investment portfolio, but the unexpected may call for some smoothing out. The mission of my last post was to raise awareness about life insurance and the importance of including … Continue reading

Posted in Jeffrey Karp, Life Insurance, Permission Granted, Personal Finance | Tagged , , , ,

Take Time for Yourself

I am not sure about you, but my life is busy. Between working, taking the kids to soccer practice, doing yard work, taking care of the house, and if I am lucky maybe even having a date night, who has … Continue reading

Posted in Jeffrey Kendall, Personal Finance, Retirement Planning

Life Insurance 101

September is Life Insurance Awareness Month. Protecting the people we love the most is incredibly important, yet approximately 30% of American households have no life insurance, and over 50% think they are under insured.[1] Why does a car have a … Continue reading

Posted in Jeffrey Karp, Life Insurance, Personal Finance

An Unlikely Home: Historical Preservation in Mooresville

Six months ago, as my car’s GPS directed my car up Gum Street to McNeely Avenue, I got my first glimpse of what would be my new place of employment. From the first look at the grand restored gem at … Continue reading

Posted in Jeffrey Karp, Keren Kurti Alexander, Permission Granted, Personal Finance | Tagged , , , , , , , ,

“Go Right to the Source and Ask the Horse”

I confess: this weekend, I could not help myself. While watching some TV, I stopped on a rerun of the show “Mr. Ed”. I realize that some of my readers just did a memory flashback, and others (generally, Gen X … Continue reading

Posted in Jeffrey Karp, Permission Granted, Personal Finance, Retirement Planning | Tagged , , , , ,

Are Your Kids Saving You Money?

This article, by our own Jeff Kendall, CFP®, was published in the July 2014 issue of Multiplicity Magazine.  You can view the entire issue here. Having a child, and especially multiples, is expensive! So are taxes! So how can we, … Continue reading

Posted in Jeffrey Kendall, Personal Finance | Tagged , , , , ,

Is Your Identity Safe?

In 1978, The Who released the song “Who Are You?” asking that question over and over, because, as the song said, “we really want to know.” Thirty six years later, that very same question is asked of us, on a … Continue reading

Posted in Identity Theft, Jeffrey Karp, Personal Finance | Tagged , , , , ,

Here we go again….

Another Great Year Ahead for Stocks… Stock market investors should be rooting for low single-digit economic growth next year – and the reason why has nothing to do with the Federal Reserve (Fed). We forecast a low double-digit gain of … Continue reading

Posted in Dow Jones Industrial Average, Karp Financial Strategies Weekly Commentary, Personal Finance | Tagged , , , , , , , , , , , ,

It’s going to drop…ready or not!

The Rest of 2013 The LPL Financial Research Outlook 2014 comes out next week, so this week is a great opportunity to take a shorter-term look at the rest of 2013. It has been an amazing year for stock market … Continue reading

Posted in Equities Stocks, Karp Financial Strategies Weekly Commentary, Personal Finance | Tagged , , , , , , ,