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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 / Retirement / Taxes
IRA Deadlines Are Approaching
February 11, 2022
Financially, many of us associate the spring with taxes – but we should also associate December with important IRA deadlines....
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Is Inflation Peaking?
January 19, 2022
One lesser-known indicator is called the Baltic Dry Index. We know our middle-class millionaire clients see it in prices at...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Eight Money Moves to Jumpstart Your Financial Health in 2022
December 14, 2021
For many, the new year is a time of renewal and reinvention, which makes it the perfect time to optimize...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
2022 Contribution Limits
December 6, 2021
Is it time to contribute more? Preparing for retirement for Middle-Class Millionaires just got a little more financial wiggle room....
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Year End Tax Planning for Middle-Class Millionaires
November 16, 2021
It is time to start thinking about moves that may help lower your tax bill for this year and next....
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Social Security: Take or Delay?
November 4, 2021
Most American workers who have at least 10 years of work history will be able to start taking Social Security...
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