Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
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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November 4, 2021
When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for...
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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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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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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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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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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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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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March 16, 2021
The process of making healthy changes is all about encouraging good habits in ourselves. Taking the stairs instead of the...
Learn MoreMarch 3, 2021
What role should taxes play in your investment decisions? As a Middle-Class Millionaire it is important to be well informed...
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