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

  • March 04, 2020

    A Roth IRA’s Many Benefits

    Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies for our clients here at Kendall Capital because it offers ...
    View more
  • February 20, 2020

    Tax Considerations for Retirees

    Are you aware of these potential tax breaks and tax-saving opportunities? The federal government offers some major tax breaks for older Americans. Some of these benefits deserve more publicity than they receive. With frequent changes to the tax code, we encourage you to reach out to an advisor at Kendall Capital ...
    View more
  • February 18, 2020

    That First Distribution from Your IRA

    What you need to know. When you are in your seventies, like many of our clients here at Kendall Capital, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these withdrawals are called Required Minimum Distributions (RMDs). Generally, these distributions from traditional IRAs ...
    View more
  • February 10, 2020

    Are You Ready for Retirement?

    See if you are prepared to begin your retirement by answering four key questions.   How do you know you are psychologically ready to retire? As a start, ask yourself four questions.  One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose ...
    View more
  • January 21, 2020

    2019 IRA Deadlines Are Approaching

    Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.  We encourage you to talk to your advisor here at Kendall Capital and a tax professional ahead of these tax and IRA deadlines.      April 1, ...
    View more
  • January 21, 2020

    Health Care Costs Are Cutting into Retirement Preparations

    This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact, the cost is now projected at $285,000. ...
    View more
  • January 15, 2020

    Unique Student Loan Options for Borrowers

    Student loans can often feel like an insurmountable avalanche of interest and payments with no end in sight, and perhaps even make you question why you ever took on the loan in the first place. However, here at Kendall Capital, we want to help lift the cloud of debt over our ...
    View more
  • January 02, 2020

    The SECURE Act Key Changes and FAQ’s

    The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase access to workplace retirement plans and expand opportunities for personal retirement savings. Most provisions in the law become effective January 1, 2020. These FAQs provide an initial overview of some of ...
    View more
  • December 18, 2019

    A Financial To-do List for the New Year

    As we enter not only a new year but a new decade, now is a good time to think about financial tasks and priorities for the year ahead. Here are seven items Kendall Capital recommends you add to your financial to-do list for 2020: 1. Contribute up to the maximum in ...
    View more
  • December 17, 2019

    Major Retirement Planning Mistakes

    Why are they made again and again? You may often hear about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. ...
    View more