Insights Category: Financial Planning
Financial Planning / Investment Strategies / Taxes
How Coronavirus-Fueled Investment Losses May Help Cut Your Taxes
March 30, 2020
Your portfolio may be in the red, but your tax planning just might be in the green – if you...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Does Leaving Maryland Purely for Tax Reasons Really Make Sense?
March 25, 2020
Many of our Montgomery County clients dream of moving to a lower-cost area of the country when they retire in...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
When a Windfall Comes Your Way
March 16, 2020
What do you do with big money? Sudden wealth can help you address retirement saving or college funding anxieties, and...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
A Roth IRA’s Many Benefits
March 4, 2020
Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since...
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Estate Planning / Financial Planning / Retirement / Taxes
Tax Considerations for Retirees
February 20, 2020
Are you aware of these potential tax breaks and tax-saving opportunities? The federal government offers some major tax breaks for...
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Estate Planning / Financial Planning / Retirement / Taxes
That First Distribution from Your IRA
February 18, 2020
What you need to know. When you are in your seventies, like many of our clients here at Kendall Capital,...
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Estate Planning / Financial Planning / Retirement
Are You Ready for Retirement?
February 10, 2020
See if you are prepared to begin your retirement by answering four key questions. How do you know you are...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
2019 IRA Deadlines Are Approaching
January 21, 2020
Here is what you need to know. Financially, many of us associate April with taxes – but we should also...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Health Care Costs Are Cutting into Retirement Preparations
January 21, 2020
This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the...
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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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