Insights Category: Retirement
Estate Planning / Financial Planning / Retirement / Taxes
IRA Deadlines Are Approaching
February 11, 2022
Financially, many of us associate the spring with taxes – but we should also associate December with important IRA deadlines....
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Eight Money Moves to Jumpstart Your Financial Health in 2022
December 14, 2021
For many, the new year is a time of renewal and reinvention, which makes it the perfect time to optimize...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
2022 Contribution Limits
December 6, 2021
Is it time to contribute more? Preparing for retirement for Middle-Class Millionaires just got a little more financial wiggle room....
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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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Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Social Security: Take or Delay?
November 4, 2021
Most American workers who have at least 10 years of work history will be able to start taking Social Security...
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Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Inflated COLA
October 18, 2021
Reports from the Federal Reserve, which sets interest rate policy in the U.S., have famously told us that the current...
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Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Managing your Health Savings Account Effectively in your Estate Planning
August 12, 2021
Health Savings Accounts, called HSAs for short, function differently than most other kinds of accounts. We call them financial planning...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
How COVID-19 Caused a “She-Cession”
May 20, 2021
Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
Measuring the Value of a Financial Advisor at Kendall Capital
April 22, 2021
Study suggest that these relationships can make a difference. What is a relationship with a financial professional at Kendall Capital...
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Financial Planning / Investment Strategies / Retirement
Habits of Successful Clients
March 16, 2021
The process of making healthy changes is all about encouraging good habits in ourselves. Taking the stairs instead of the...
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