Insights Category: Investment Strategies
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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Charitable Giving / Financial Planning / Investment Strategies / Taxes
QCDs to the Rescue
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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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 / 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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