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Business Succession Planning Wealth Transfer & Insurance Wealth Management

Understanding Today’s Financial Environment

At Knox Capital Group, we focus on helping affluent individuals and business owners navigate the complex financial environment their success has led them to.  These individuals and families face significant challenges as they try to navigate how to efficiently optimize their estate while planning for future generations, and in finding the best way to structure their enterprise before, during, and after exiting their business.

Our professionals have the expertise, experience, and passion necessary to create sophisticated strategies designed to accommodate situations such as these.  We are focused on creating and retaining value for affluent individuals by developing and implementing a customized plan for today’s increasingly complex financial landscape.


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Who We Are
Specializing in succession planning, life insurance, and wealth transfer, we use our experience and expertise to add unique value to affluent clients seeing to optimize their financial resources.

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What We Do
Considering all aspects of your personal financial landscape, we hold ourselves to a very high standard as we strive to add value and achieve your goals.

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How We Do It
Our team of specialists will take the time to listen to you, understand your goals, present solutions, and deliver exceptional care and attention.

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Helpful Content

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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