Insights Category: Financial Planning
Estate Planning / Financial Planning / Retirement / Taxes
2021 Limits for IRAs, 401(k)s and More
October 30, 2020
Numbers for Middle-Class Millionaires to know for the new year. On October 26, the Treasury Department released the 2021 adjusted...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
2019 IRA Deadlines Are Approaching
January 21, 2020
Here is what you need to know. Financially, many of us associate April with taxes – but we should also...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Eight Mistakes That Can Upend Your Retirement
May 16, 2023
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Annual Financial To-Do List
September 19, 2022
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Year End Tax Planning for Middle-Class Millionaires
November 16, 2021
It is time to start thinking about moves that may help lower your tax bill for this year and next....
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Would You Want to Live Back in the Good Old Days?
September 26, 2023
The phrase ‘good old days’ suggests that we’re not living in the best time in history, but it often begs...
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Estate Planning / Financial Planning / Market Updates / Retirement
Why Roth IRA Conversions May Now Be Advantageous
September 14, 2020
Thanks to a couple of factors, some Middle-Class Millionaires are thinking about this move before 2020 ends. Kendall Capital can...
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Estate Planning / Financial Planning / Retirement / Taxes
Where is Your Priority: Tax Preparation or Tax Planning?
October 16, 2020
Tax planning is very different than tax return preparation. The goal of tax preparation is to minimize your tax owed...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
What Happens When There Are No Beneficiaries
July 21, 2022
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with...
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College & Student Loans / Financial Planning / Investment Strategies
Unique Student Loan Options for Borrowers
January 15, 2020
Student loans can often feel like an insurmountable avalanche of interest and payments with no end in sight, and perhaps...
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