Matthew DiPuppo, CFP®, CRPC® - President and Founder, Kodiak Wealth Management
Welcome to Kodiak Wealth Management. We are focused on helping others create strategies designed to grow and protect their wealth. Utilizing a holistic approach we can help you work towards your investments, taxes, estate planning and risk managment are working together towards the same goals.
"By Failing to prepare, you are preparing to fail" - Benjamin Franklin
Newsletters
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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.