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Meet an Advisor: Clark Kendall
January 11, 2025
Evan Harp sat down with Clark Kendall to discuss how his firm helps middle-class millionaires steward their wealth. Read about...
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Why Roth IRA Conversions May Now Be Advantageous
September 14, 2020
Thanks to a couple of factors, some Middle-Class Millionaires are thinking about this move before 2020 ends. Kendall Capital can...
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Conquering Retirement Challenges for Women
September 2, 2020
When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn...
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The A, B, C, & D of Medicare
August 6, 2020
Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of...
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Big Changes to Account Rules Make 2020 a Unique Year for Retirement
July 17, 2020
These changes can be attributed to two major pieces of legislation: the Setting Every Community Up for Retirement Enhancement (SECURE)...
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Before You Claim Social Security
June 15, 2020
There are a few things you may want to think about before filing for benefits. Whether you want to leave...
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Eldercare Choices in the COVID-19 Era
June 9, 2020
Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution. In addition to...
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