Insights Category: Financial Planning
Tax Efficiency in Retirement
March 3, 2021
What role should taxes play in your investment decisions? As a Middle-Class Millionaire it is important to be well informed...
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Tax Filing Season Is a Little Later This Year
February 17, 2021
What to know and dates to remember As we enter tax season, we encourage you to reach out to your...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
Retirement Questions That Have Nothing to Do With Money
February 16, 2021
Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Although we...
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Financial Planning / Investment Strategies
Kendall Capital’s New Micro-cap Strategy
January 22, 2021
Many high-net-worth and affluent individuals and families have begun following the lead of institutional investors – allocating part of their...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
2020 IRA Deadlines Are Approaching
January 20, 2021
Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also...
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Estate Planning / Financial Planning / Retirement / Taxes
Annual Financial To-Do List
December 17, 2020
Things you can do for your future as the year comes to and end. What financial, business, or life priorities...
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Estate Planning / Financial Planning / Retirement / Taxes
Retirement Blindspots
December 9, 2020
Some life and financial factors that Middle-Class Millionaires sometimes overlook. We all have our “blue sky” visions of the way...
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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 / 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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Charitable Giving / Estate Planning / Financial Planning / Market Updates / Retirement / Taxes
End-of-the-Year Money Moves for Middle-Class Millionaires
October 2, 2020
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For...
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