What should you concentrate on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree. How much monthly income will you need? Look at your monthly expenses … Continue reading “Planning to Retire Within the Next 5 Years?”
The Evolution of Financial Rights and Equality for Women and the Opportunity it Provides for the Client/Advisor Relationship
In recent years, there’s been a lot of publicity around sexual harassment, and the MeToo movement seems to have brought us to a new age for women and their ability to exercise their legal rights, especially as it pertains to the work environment. But it is worth noting just how discriminatory our society, and others, … Continue reading “The Evolution of Financial Rights and Equality for Women and the Opportunity it Provides for the Client/Advisor Relationship”
I went to a client’s funeral, and a child came up to me and said “You know what, you’ve made a huge difference in my mother’s life. You helped her spend money, you helped her gift it to charities. Quite frankly, we have more money because the way you all invest the money for our … Continue reading “Making a Difference: The Impact of Charitable Gifting”
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”
Clark shares his thoughts on the recent market pullback, what’s causing the volatility, and how the investment community should respond.
For our parents, living to 75 amounted to a nice, long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these projections, it appears that a retirement of 20 years or longer might be in your future. Are … Continue reading “Retirement Planning Tips for Women”
You may reach a point in your life when you or someone you love moves to an assisted-living facility or nursing home. At Kendall Capital, we help our clients prepare for this life change for themselves or their loved ones by explaining and guiding our clients through the potential financial planning challenges they may face … Continue reading “What You Need to Know About Moving Into a Nursing Home Facility”
We all have a vision of the way retirement should be, yet it helps to plan for retirement with some pragmatism. Fate may alter the course of our retirement in unanticipated ways. As we plan for the next act of life, we may want to think about some life and financial factors that are often … Continue reading “Retirement Planning Blindspots”
How much do you pay for wealth management? About $1,000 a month or more? If your account is $1 million or larger, that may be the case. It has become the industry standard for wealth management firms to provide their services for an annual fee approximating 1% of the assets managed. What are you getting … Continue reading “What Are You Getting for the Fees You Are Paying?”
Recently Kendall Capital held an exclusive workshop for our clients and their parents, to help them address the unpopular topic of Preparing for your Final Days.