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Blog

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Jeff Kendall | Jan 16, 2023

Should We Reconsider What “Retirement” Means?

Retirement
Retirement Planning
Jeff Kendall
CFP
The notion that we separate from work in our sixties may have to go.
Read More
Jeff Kendall | Nov 28, 2022

New Retirement Contribution Limits for 2023

Retirement Planning
Company Retirement Plans
Retirement
2023
Contribution Limits
Jeff Kendall
CFP
IRS
IRA
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living
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Jeff Kendall | Oct 21, 2022

How Parents Can Navigate 529 College Savings Plans During a Market Slump

Jeff Kendall
CFP
College Planning
College Savings
College
529 Plans
For long-term investors, a market slump isn’t normally a big deal. With decades to go before retirement, you will endure plenty more peaks and valleys before
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Jeff Kendall | Sep 19, 2022

Top 10 Retirement Planning Excuses

Financial Planning
Jeff Kendall
CFP
Retirement Planning
Retirement Income
Retirement
If you knew everything there was to know about financial planning, you’d probably be a financial professional yourself. If you’re putting off retirement
Read More
Jeff Kendall | Aug 18, 2022

What Happens When There Are No Beneficiaries

Retirement
Beneficiary
Jeff Kendall
CFP
Life Insurance
IRA
Estate Planning
Probate
Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances
Read More
Jeff Kendall | Jun 16, 2022

What is an Annuity?

Retirement
Retirement Income
Retirement Planning
Guarantee
Jeff Kendall
CFP
What you should know about them.
Read More
Jeff Kendall | May 19, 2022

Should You Downsize for Retirement?

Retirement Planning
Retirement
Downsizing
Jeff Kendall
CFP
You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen. Should you retire and
Read More
Jeff Kendall | Mar 22, 2022

How Market Cycles Can Impact Retirements

Economy
Retirement
Retirement Planning
Stock Market
Jeff Kendall
A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors...
Read More
Jeff Kendall | Feb 15, 2022

What is "Money Management"?

Jeff Kendall
Money Mangament
Mutual Funds
Investing
Financial Planning
Some investors are puzzled when a financial professional recommends third-party asset managers to supervise their portfolios. Why would they recommend turning
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Jeff Kendall | Jan 20, 2022

Why You Need an Investment Philosophy

Education
Retirement Planning
Jeff Kendall
Investments
CFP
Some believe that in a digital world where information travels at light speeds, the playing field between investors and institutions is more level. In reality
Read More

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