Empower and educate yourself with our library of blog posts, calendar of live events and downloadable guides.
At K Financial, we believe lasting financial confidence begins with knowledge. Retirement planning is full of important decisions, and our goal is to help empower individuals and families to make those decisions with clarity and confidence.
That’s why we’ve built our firm around an education-first philosophy.
The K-Files: Retirement Edition
Want to unlock the truth about retirement? Access insights to financial planning at the click of a button.
Our Newsletters
Register for upcoming events on common retirement planning matters.
We host seminars across the communities we serve on topics like Social Security, estate planning and other key pieces of the retirement puzzle. These events are opportunities to learn, ask questions and walk away with practical information you can use.
From Philipsburg to Ridgway and beyond, our commitment to bringing education to our community is at the heart of what we do.
Whether you’re just starting to think about retirement or looking for ways to make the most of the years ahead, we want you to feel confident, informed and supported every step of the way.
Informational Guides
Download brochures for answers to retirement questions you and other retirees may have.
The Greatest Gift: Outline Your Wishes with an Estate Plan
Give your loved ones the greatest gift! Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
• Areas your will should address (and who should write it)
• The two types of trusts — and how they can help reduce the chance of a family conflict
• A checklist to help you select the right person to carry out your wishes
What, When, Who, How? The Social Security Decisions
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
• How to optimize Social Security for your situation
• Why timing is so important when it comes to your benefits
• Ways to supplement your Social Security income
Take the first step toward your best life in retirement.™
It’s never too early — or too late — to take control of your financial future. Get started today by scheduling a meeting, registering for an event or accessing our resource library.
