Kenneth C. Kapinskis AIF, RICP, Financial Planner

06/10/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

06/09/2026

06/08/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

06/06/2026

Today we honor the heroes of D-Day - June 6, 1944. Their bravery shaped our world.

06/05/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

06/03/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

06/01/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

06/01/2026

June brings fresh summer momentum and market shifts. Discover why trying to time the market is a myth, how to navigate upcoming 2026 volatility, and save the date for our upcoming community events!

Discover why trying to time the stock market perfectly is a myth, how to navigate 2026 volatility, and check out upcoming community events in Midlothian.

05/29/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.