Kappan Financial, LLC

"Without TEACHERS, life would have no class." Kappan Financial loves teachers, and we specialize in working with them. Check out this quick video, and contact us today.

The Internal Revenue Service said Monday (3/29) that individuals have until May 17 to make 2020 contributions to their individual retirement accounts (IRAs and Roth IRAs), as well as health savings accounts (HSAs). This announcement follows the IRS notice of March 17 that extended the 2020 federal income tax filing date for individuals from April 15 to May 17.

#mondaymindset #kappanfinancial

Kappan Financial, LLC is proud to announce that Jeanna Lombardi has received the Certification in Long-Term Care (LTC) designation! The CLTC program focuses on services specializing in extended care planning. Contact Jeanna to discuss your extended care planning needs and how she can help to mitigate the financial and emotional consequences for you and your loved ones.

"In teaching others we teach ourselves" - Proverb. Thank you to our friends at the Byron Bergen Central School District for having Kappan Financial, LLC be a part of your student wellness event! Vinny enjoyed teaching the Fundamentals of Financial Planning to your junior and senior students!

Talking finances with Vinnie over lunch. The Syracuse game was an added bonus.

We are presenting one of our most popular webinars, "Understanding Social Security" tomorrow, February 24th at 7PM. We hope to "see" you then!

Celebrating one of America's finest...

Helping our clients reach their retirement is what we do. We are proud and fortunate to have Firefighter Dennis Edwards as our client. Thank you for your service to the community, Dennis!

While there is some legitimate debate about the best Christmas movie, I know we can all agree that "Groundhog Day" starring Bill Murray is the BEST Groundhog Day movie! What's your favorite quote from the movie? Favorite scene?

We hope you can join us tomorrow, January 27th at 7:00PM for our virtual webinar, "TAX DIVERSIFY RETIREMENT INCOME!" By attending this workshop, you will learn why you should tax diversify your retirement portfolio, where your retirement income may come from, what impact taxes can have on your retirement lifestyle, and how nontraditional options can supplement your retirement income. Contact us at [email protected] to register!