Insights Category: Financial Planning
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 / Market Updates / Retirement
Conquering Retirement Challenges for Women
September 2, 2020
When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn...
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Financial Planning / Financial Risks & Downturns / Healthcare / Market Updates
The A, B, C, & D of Medicare
August 6, 2020
Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of...
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Estate Planning / Financial Planning / Market Updates / Retirement / Taxes
Big Changes to Account Rules Make 2020 a Unique Year for Retirement
July 17, 2020
These changes can be attributed to two major pieces of legislation: the Setting Every Community Up for Retirement Enhancement (SECURE)...
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Estate Planning / Financial Planning / Retirement / Social Security / Taxes
Before You Claim Social Security
June 15, 2020
There are a few things you may want to think about before filing for benefits. Whether you want to leave...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Retirement / Taxes
Eldercare Choices in the COVID-19 Era
June 9, 2020
Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution. In addition to...
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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement / Taxes
The Pros and Cons of In-Service Retirement Plan Rollovers
May 18, 2020
Should you withdraw and reinvest your retirement plan money while you are still employed? Did you know you might be...
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Financial Planning / Investment Strategies / Market Updates
The Nifty Fifty and Overweight Tech Stocks
May 13, 2020
The interesting thing about index funds, which is not discussed enough, is that when a stock or a sector posts...
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Financial Planning / Financial Risks & Downturns / Investment Strategies
The Coronavirus Pandemic and Your Retirement Accounts—What You Should And Should Not Do
April 23, 2020
Most economists expect the Coronavirus outbreak to cause a recession. Since many people made bad financial investment decisions in the...
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Taxes
Roth IRA Conversion in the Era of COVID-19
April 16, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would...
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