Insights

Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes

By Kendall Capital

November 4, 2021

Most American workers who have at least 10 years of work history will be able to start taking Social Security...

Charitable Giving / Financial Planning / Investment Strategies / Taxes

By Kendall Capital

November 4, 2021

When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for...

Financial Planning / Investment Strategies / Retirement / Social Security / Taxes

By Kendall Capital

October 18, 2021

Reports from the Federal Reserve, which sets interest rate policy in the U.S., have famously told us that the current...

Financial Planning / Investment Strategies / Taxes

By Kendall Capital

September 21, 2021

Wise investors take the “big picture” view. Many of our Middle-Class Millionaire clients have heard what’s brewing in Washington, D.C.,...

Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement

By Kendall Capital

August 12, 2021

Health Savings Accounts, called HSAs for short, function differently than most other kinds of accounts. We call them financial planning...

College & Student Loans / Financial Planning / Investment Strategies

By Kendall Capital

June 23, 2021

Those of you with kids may want to take a deep breath and sit down before reading the next paragraph....