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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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Caught in the Middle: The Sandwich Generation
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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.