Matthew DiPuppo, CFP®, CRPC®, AWMA® - 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
-
New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
-
Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
-
Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
-
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
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.