KPC Financial Solutions

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

07/04/2026

250 years ago, a group of people decided they wanted something different. Freedom. Independence. The ability to build a life on their own terms.

That spirit is still alive today, and it shows up in how people plan for retirement. The goal is not just to survive the future. It is to own it.

Happy Independence Day from the KPC family. We hope your day is full of good food, great people, and the kind of peace that comes from knowing your financial future is in good hands.

07/02/2026

SpaceX just became one of the most talked about investments in the world. But do you actually know how it fits into your retirement?

Most people don't. And that gap could cost them.

On July 7, Karin Christ, CPA and Jay Angotti, CFP® are breaking down exactly how big tech and private market investing fits into a secure retirement strategy, including how to manage the risks most advisors never talk about.

This is not a sales pitch. It is a real conversation about your money. And it is completely free to attend.

Spots are limited. Grab yours now:
https://us02web.zoom.us/webinar/register/WN_YJc6PZiUSZmxG9Ke91Or3A #/registration

07/01/2026

We had two very important new hires join the KPC team today! 🤪🤓

Meet Kevin and Karin's grandkids! Weston borrowed a pair of glasses and took over a computer to get to work, while his little sister supervised closely and made sure he stayed on task.

We loved every second of it. ❤️