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How to Choose a Financial Advisor
May 5, 2024
When choosing a financial advisor, it’s important to consider which kind of financial advisor is right for you. Some advisors...
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Financial Planning / Investment Strategies / Taxes
Are Your Taxes Going to Change?
September 21, 2021
Wise investors take the “big picture” view. Many of our Middle-Class Millionaire clients have heard what’s brewing in Washington, D.C.,...
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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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College & Student Loans / Financial Planning / Investment Strategies
Ways to Ease the Cost of College
June 23, 2021
Those of you with kids may want to take a deep breath and sit down before reading the next paragraph....
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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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