Chasing Sunshine: A Guide to Thawing Out Winter Blues

As the cold winter months approach, many individuals find solace in planning escapes to warmer destinations. However, it is important to remember that the allure of escaping the cold comes with its own set of financial considerations. Therefore, here are some key points to keep in mind when budgeting for winter travel and how to safeguard your financial assets during your getaway. Read more here…

2023 Year End Planning Checklist

The Holiday Season is upon us, and the end of the year is quickly approaching but there’s still time to take action to lower your tax bill and to check off a few key planning tips to ensure that you are doing everything you can to protect your family’s future. Read more here…

National Identity Theft Protection and Awareness Month: Safeguarding Your Financial Identity

In today’s digital age, protecting your financial identity is more important than ever. Having your identity stolen from you can have devastating consequences for individuals and their finances. In recognition of National Identity Theft Protection and Awareness Month, we’ve compiled some essential tips to help you safeguard your financial identity. Read more here…

How Christopher Columbus Charted a Safe Passage to the New World and How You Can Do the Same on Your Way to Financial Success

Yesterday, Americans celebrated Columbus Day that commemorates Christopher Columbus’s historic landing in the New World on October 12, 1492. As of 2021, the holiday doubles as Indigenous Peoples’ Day to honor North America’s Indigenous peoples and the Tribal Nations living on the continent today. While Columbus reached the new world safely, he didn’t exactly find the destination he had hoped to reach. Perhaps this is where the notion, that the journey is what matters and not the destination, might have come from. Read more here…

Investing in You

At Kirk Capital Advisors, our motto is “Invest in Confidence”. It is, of course, a play on words, but our motto encapsulates our unwavering dedication to continuous learning, growth, improvement, and our ability to help you move forward with unwavering confidence in your financial journey. We are excited to introduce an enhanced dimension to our investment and financial planning services through the integration of Holistiplan. Read more here…

Celebrating 2 Years of Growth

In late 2020, after more than three decades of advising individual investors, I founded Kirk Capital Advisors with a clear yet simple vision. Nearly three years later, we now proudly serve nearly 100 families, no matter how basic or how complex their needs. Read more here…

Student Loan Forgiveness… How Can It Benefit You?

The cost of education continues to rise, so the need for financial aid inevitably becomes more imminent, along with the fear of the financial demands of paying back the money borrowed. Recently, the Biden administration announced its federal Student Loan Forgiveness plan, that is aimed to cancel loans for eligible borrowers. Read more here…

Protect Yourself from Inflation…Invest in I Bonds!

: I Bonds are a U.S. savings bond that are designed to protect your cash from the erosion of your purchasing power, i.e. inflation. With inflation running at a four-decade high, investors are naturally drawn to investments that offer inflation-beating yields. Read more here….

Keep Calm and Save On!

With consumer prices surging to a four-decade high over the past year, uncertainty about when inflationary prices may ease makes the concept of stretching your dollar, or saving more money, significantly more relevant. I recently had the opportunity to discuss this exact topic during an interview with Lindsey Mastis on her ABC 7 show, “The Wellness Desk.” Read more here…

Celebrating Our 1st Year!

In March of 2021, and after more than three decades of advising individual investors, I founded Kirk Capital Advisors, LLC with the goal of delivering investment and financial planning advice that is 100% conflict-free, 100% transparent and 100% personal. Read more here…