October 16th, 2019

Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think what methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.  At Kendall Capital we review … Continue reading “Annual Financial To-Do List”

October 7th, 2019

Understanding Long-Term Care

The important question: Are you prepared? Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. When our financial plan analysis reveals a need for insurance, we guide our clients here at Kendall Capital through this overwhelming process and introduce them … Continue reading “Understanding Long-Term Care”

February 25th, 2019

The Importance of Advance Directives

Many people wait too long to create advance health directives and appoint a health care surrogate―and the results can be tragic. A recent article, by a physician, who is also a financial planner, illustrates a not-uncommon situation in which nobody wants to find themselves. The story begins with a woman suddenly becoming acutely ill and … Continue reading “The Importance of Advance Directives”

February 19th, 2019

Closing the Donut Hole

If you haven’t been really, really sick in the last few years, you may not have ever heard of the “donut hole” in Medicare Part D prescription drug plans. This is the common name in the medical field for an unusual coverage gap where, if you incurred $3,750 worth of drug costs in any given … Continue reading “Closing the Donut Hole”

January 7th, 2019

How Medigap Choices Are Changing

With Plan F and Plan C going away in 2020, Plan G may become the most common option. Soon, the most popular Medigap policy will no longer be available. Seniors will lose the chance to buy Plan F in 2020 as well as the less popular Plan C. These policies cover Medicare’s Part B deductible, … Continue reading “How Medigap Choices Are Changing”