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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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College & Student Loans / Estate Planning / Financial Planning / Investment Strategies / Retirement
How Women Can Prepare For Retirement
June 29, 2023
For our parents, living to 75 amounted to a nice, long life, and Social Security was often supplemented by a...
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College & Student Loans / Financial Planning / Investment Strategies / Retirement
Countdown to College
June 29, 2023
Many middle-class millionaires of course want to give their child the best opportunity for success, and for many, attending the...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Eight Mistakes That Can Upend Your Retirement
May 16, 2023
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
9 Facts About Retirement
April 18, 2023
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Traditional vs. Roth IRA
March 29, 2023
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth...
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Financial Planning / Investment Strategies / Retirement / Taxes
SECURE Act 2.0: An Overview
March 29, 2023
In late 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement...
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