KPC Financial Solutions

07/22/2026

Our charitable giving webinar is TOMORROW at 11:00 AM CT and you do not want to miss this one.

Did you know you can donate directly from your IRA and pay zero taxes on that withdrawal? Most retirees have never heard of this strategy. Karin Christ, CPA and Jay Angotti, CFP® are covering this and much more live tomorrow.

One hour. Completely free. And it could save you thousands!

Secure your seat right now:
https://us02web.zoom.us/webinar/register/WN_mlrSG6OCQXCMmY_fmjjs_Q #/registration

07/20/2026

Before summer ends, these are the three questions every near-retiree should be asking their financial advisor:

1. Is my withdrawal strategy built to handle inflation over a 20 to 30-year retirement?
2. Am I in the right Medicare plan for my current health needs and prescriptions?
3. If the market dropped 30% in the first two years of my retirement, what would happen to my income?

If you do not know the answers or if your advisor cannot answer them clearly, that is worth a second look.

We are happy to walk through these with you at no cost or obligation: https://kpcfinancialsolutions.com/contact/

07/17/2026

If it has been a while since someone took a real look at your retirement plan, summer is the ideal time to do it. Before Medicare open enrollment begins. Before the market gets more volatile in the fall. Before another year slips by without a clear picture of where you stand.

Kevin and Karin offer complimentary consultations. One conversation could give you more clarity than you have had in years.

Book your mid-year session here: https://kpcfinancialsolutions.com/contact/

07/15/2026

Your summer plans are telling you something about your retirement. Are you listening?

How you handle unexpected expenses, whether you are finally taking that trip you have been putting off, and how flexible your budget feels right now all say more about your retirement readiness than your account balance does.

We put together a thoughtful look at what the way you spend your summer reveals about the plan you need to build for the next 20 to 30 years.

Read the full post here:

Your summer spending habits reveal more about retirement readiness than you think. Discover the signs to look for and how to build a plan around the life you want.

07/14/2026

Most retirees are leaving thousands of dollars on the table every year when they give to charity.

Not because they are not generous. Because no one showed them a better way.

On Thursday, July 23, Karin Christ, CPA and Jay Angotti, CFP® are breaking down the most powerful tax-advantaged giving strategies for 2026. How to use your RMDs to give smarter. How to reduce your tax bill while increasing your impact. How to build generosity into your estate plan the right way.

If giving is important to you, this one hour could change how you do it forever. And it is completely free to attend.

Register now before spots fill:
https://us02web.zoom.us/webinar/register/WN_mlrSG6OCQXCMmY_fmjjs_Q #/registration

07/13/2026

Not all financial advisors are created equal, and the title alone does not tell you the whole story.

A stockbroker and an investment advisor are two very different things, with different regulations, different standards, and different ways of getting paid. One is legally required to act in your best interest. The other is not.

Kevin and Karin break it all down in this episode of the KPC Smart Money Podcast, covering what each one is responsible for, how they are licensed, how they get paid, and what services they actually provide.

If you have ever wondered whether you are working with the right kind of advisor, this one is worth your time.

Listen to the full episode here: https://www.spreaker.com/episode/episode-160-stockbroker-vs-investment-advisor--67380143

Ready to work with an advisor who is always in your corner? https://kpcfinancialsolutions.com/contact/

07/10/2026

Summer is the perfect time to slow down, take stock of where you are, and make sure your retirement plan is keeping up with your life.

At KPC, we offer complimentary consultations. No pressure. No sales pitch. Just a clear, honest look at where you stand and what it would take to get where you want to go.

Most people leave feeling more confident than when they walked in. Book your session before fall gets busy: https://kpcfinancialsolutions.com/contact/

07/09/2026

Before you hand your financial future to anyone, there is one question you should always ask.

"Are you acting as a fiduciary?"

The answer matters more than most people realize. It determines whether the advice you receive is built around your goals or someone else's incentives.
We break down exactly what a fiduciary advisor is, why it matters for retirement, and what questions to ask before you trust anyone with your plan.

Read the full post here:

A fiduciary financial advisor is legally required to act in your best interest. Learn why it matters for retirement planning and how KPC Financial Solutions can help.

07/07/2026

That number is more than a statistic. It means the majority of Americans are heading into one of the most important seasons of their life without a clear roadmap.

A written retirement plan is not just a document. It is a commitment to your future self. It gives your savings a purpose, your income a structure, and your family a foundation.

If you do not have one yet, today is a great day to start that conversation: https://kpcfinancialsolutions.com/contact/

07/06/2026

Our SpaceX and big tech investing webinar is TOMORROW at 11:00 AM CT.

If you have money in the market and you are not sure how companies like SpaceX fit into your retirement strategy, you need to be in this room.

Karin Christ, CPA and Jay Angotti, CFP® are breaking it all down live tomorrow. No fluff. No sales pitch. Just answers. And it is completely free.

Register before spots fill up:
https://us02web.zoom.us/webinar/register/WN_YJc6PZiUSZmxG9Ke91Or3A #/registration