December 18th, 2019

A Financial To-do List for the New Year

As we enter not only a new year but a new decade, now is a good time to think about financial tasks and priorities for the year ahead. Here are seven items Kendall Capital recommends you add to your financial to-do list for 2020: 1. Contribute up to the maximum in tax-advantaged accounts. Planning ahead … Continue reading “A Financial To-do List for the New Year”

December 17th, 2019

Major Retirement Planning Mistakes

Why are they made again and again? You may often hear about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result … Continue reading “Major Retirement Planning Mistakes”

December 13th, 2019

What is Your Capital Gains Tax Rate?

This is a simple-sounding question that can be, in the real world of tax planning, very hard to answer. The simplest calculation is that, in 2020, under the just-released tax tables, single taxpayers will pay 0% capital gains taxes if their adjusted gross income is $40,000 or below, while joint taxpayers will pay 0% below … Continue reading “What is Your Capital Gains Tax Rate?”

December 12th, 2019

Debunking Common Retirement Assumptions

Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few.       Retirement means I can stop investing. In the past, retirement was viewed as an “end” in many ways. These days though, retirement is … Continue reading “Debunking Common Retirement Assumptions”

December 5th, 2019

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2019. What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your … Continue reading “End-of-the-Year Money Moves”

November 21st, 2019

Measuring the Value of a Financial Advisor

A recent study emphasizes that these relationships can make a significant difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, tries to answer that question. Vanguard’s study concludes that when an investor works with an advisor and … Continue reading “Measuring the Value of a Financial Advisor”

December 17th, 2018

Your 2019 Financial To-Do List

What financial, business, or life priorities do you need to address in 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. Can you contribute more to your retirement plans this year? In 2019, the … Continue reading “Your 2019 Financial To-Do List”

May 24th, 2016

What Can I Expect On My First Visit to Kendall Capital?

Everyone should have an expert investment advisor on their “team” – in the same way we have health care providers, accountants, and lawyers providing us with guidance on our health, taxes, or estate needs. However, for most people, that initial meeting with an investment advisor feels intimidating. What if I don’t understand what they are … Continue reading “What Can I Expect On My First Visit to Kendall Capital?”