Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.

  • January 22, 2021

    Kendall Capital’s New Micro-cap Strategy

    Many high-net-worth and affluent individuals and families have begun following the lead of institutional investors – allocating part of their portfolios to alternative investments such as private equity (PE), venture capital (VC) or hedge funds. To satisfy this demand, most major PE firms and many diversified asset managers have been ...
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  • January 20, 2021

    2020 IRA Deadlines Are Approaching

    Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines.   April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. Your advisor at Kendall Capital can help you ...
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  • December 17, 2020

    Annual Financial To-Do List

    Things you can do for your future as the year comes to and end. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time for Middle-Class Millionaires think about the investing, saving, or budgeting methods you could employ toward specific objectives, ...
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  • December 09, 2020

    Retirement Blindspots

    Some life and financial factors that Middle-Class Millionaires sometimes overlook. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as our clients at Kendall Capital think about their “second act,” we encourage them to consider ...
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  • October 30, 2020

    2021 Limits for IRAs, 401(k)s and More

    Numbers for Middle-Class Millionaires to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although this year’s adjustments will not bring any major changes, there are some minor elements to note. Clark Kendall recently told WTOP news that contributions limits ...
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  • October 16, 2020

    Where is Your Priority: Tax Preparation or Tax Planning?

    Tax planning is very different than tax return preparation. The goal of tax preparation is to minimize your tax owed this year. The goal of tax planning is to maximize your after-tax net worth by minimizing your taxes owed over your lifetime. Both are important, but it matters where your priorities ...
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  • October 02, 2020

    End-of-the-Year Money Moves for Middle-Class Millionaires

    Here are some things you might consider before saying goodbye to 2020.  What has changed for you in 2020? For many, this year has been complicated to say the least. Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable ...
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  • September 14, 2020

    Why Roth IRA Conversions May Now Be Advantageous

    Thanks to a couple of factors, some Middle-Class Millionaires are thinking about this move before 2020 ends. Kendall Capital can help evaluate whether or not this is a beneficial strategy for you. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided ...
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  • September 02, 2020

    Conquering Retirement Challenges for Women

    When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer ...
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  • August 06, 2020

    The A, B, C, & D of Medicare

    Breaking down the basics.  Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care decisions. This is such an important topic that we recently hosted a webinar for our ...
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