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 / 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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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
The SECURE Act Key Changes and FAQ’s
January 2, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase...
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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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Estate Planning / Financial Planning / Investment Strategies / Retirement
The Behavior Gap and Your Financial Health
June 28, 2022
How might it affect you? “It turns out my job was not to find great investments but to help create...
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Financial Planning / Investment Strategies / Retirement / Taxes
SECURE Act 2.0: An Overview
March 29, 2023
In late 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement...
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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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