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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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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Managing Probate When Setting Up Your Estate
November 17, 2022
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
New Retirement Contribution Limits for 2023
November 17, 2022
Near-record levels. The Internal Revenue Service has released new limits for the coming year. After months of high inflation and...
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Estate Planning / Financial Planning / Investment Strategies / Taxes
End-of-the-Year Money Moves
November 17, 2022
Here are some things you might consider before saying goodbye to 2022. What has changed for you in 2022? This...
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Charitable Giving / Estate Planning / Financial Planning / Investment Strategies / Taxes
Cash Alternatives for Charitable Giving
September 27, 2022
Thinking about donating? Think of these choices. The year is winding down, and many Middle-Class Millionaires may be thinking of...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Annual Financial To-Do List
September 19, 2022
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
5 Retirement Concerns Too Often Overlooked
September 19, 2022
Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition....
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