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.
We are currently in one of the longest-running, biggest wealth-producing bull markets in history, but you would not know it from the headlines or the pessimistic mood of investors.
If you want a tax break and want to help a non-profit, this may be a good move.