Insights
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Clark Kendall Named Chairman of the Board for Big Brothers Big Sisters of the National Capital Area
July 14, 2025
Clark Kendall, CFP®, CFA, AEP® leads with purpose — whether it’s steering the ship at Kendall Capital Management or championing...
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Financial Planning / Saving & Budgeting
Carol’s Financial Moves You Can Start Today
June 24, 2025
You don’t need to have it all figured out. You just need a plan. Download Carols 10 Tips — practical, real-world...
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Clark Kendall shares wealth building tips with WTOP News
April 24, 2025
Clark Kendall, recently shared his insights on WTOP News about achieving financial success as a “middle-class millionaire.” For a comprehensive...
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Boost Your Retirement Confidence with Catch-up Contributions
September 27, 2024
A recent survey revealed that only 18% of workers feel very confident about having enough money to live comfortably through...
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Financial Advisors and Fiduciaries / Financial Planning
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 / Retirement
Is a SEP-IRA Right for Your Business?
April 29, 2024
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday...
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401K Plan / Charitable Donation / Charitable Giving / Financial Planning / Taxes
How to Make the Tax Code Work For You
April 29, 2024
By May 15, 2023, over 142 million taxpayers had dutifully filed their federal income tax returns. And they all made...
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