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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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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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Financial Planning / Investment Strategies / Retirement / Taxes
Highlights of the Inflation Reduction Act
August 19, 2022
Congress recently passed an enormous piece of legislation that touches just about every aspect of American lives. The full extent...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
What Happens When There Are No Beneficiaries
July 21, 2022
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with...
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