May 24th, 2018

Retirement Planning Tips for Women

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”

January 19th, 2017

Making & Keeping Financial New Year’s Resolutions

How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as we start 2017, it is natural to think about what you might do (or do differently) in the 12 months ahead. Financially speaking, … Continue reading “Making & Keeping Financial New Year’s Resolutions”

June 15th, 2016

What You Need to Know About Moving Into a Nursing Home Facility

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”

June 9th, 2016

Retirement Planning Blindspots

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”

April 26th, 2016

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings? If your retirement lasts 20, 30, or even 40 years, how well do you think your retirement savings will hold up? What financial steps could you take in your retirement to prevent those savings from eroding? As you think ahead, consider the following possibilities and realities.

April 13th, 2016

The Psychology of Saving

How many households have the right outlook to build wealth?

February 26th, 2016

‘Wake Up Call’ in Retirement Planning

The “File and Suspend” provision of Social Security is going to end come April, and you should take advantage of it while you still have the chance! It’s important to be proactive and have a plan established so that no matter what the government might institute, you have options and control of your financial future.

February 19th, 2016

Consider an IRA Charitable Rollover

If you want a tax break and want to help a non-profit, this may be a good move.

February 11th, 2016

In-Kind Distributions from IRAs

What you need to know about in-kind IRA distributions.