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Tuesday, March 19, 2024

Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will infiltrate individual industries.

Thursday, February 15, 2024

Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their...

Thursday, January 11, 2024

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Tuesday, November 21, 2023

Some may think that once you secure a life insurance policy, you can set it and forget it. But life insurance isn't static. Just as your life doesn't stand still, neither should your life insurance.

Wednesday, October 18, 2023

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result, he reportedly cost his estate tens of...

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Tuesday, September 19, 2023

Reaching six figures is no easy feat. If you’re one of the hard-working few who have made it to this milestone, give yourself a pat on the back and celebrate. It can be tempting to feel like now that you've made it to the top of...

Tuesday, August 15, 2023

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...

Tuesday, July 25, 2023

One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement.

Thursday, August 18, 2022

Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. What happens to these accounts and policies when...

Thursday, June 16, 2022

Individuals hold about $2.5 trillion in annuity contracts; a tidy sum considering an estimated $12.2 trillion is held in all types of IRAs.1Annuity contracts are purchased from an insurance company. In exchange, the insurance company...

Thursday, May 19, 2022

Some retirees save a great deal of money by doing so; others do not.Provided byJeffrey P. 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...

Tuesday, February 15, 2022

What is “Money Management?”Why do some Financial Professionals suggest third-party asset manager?Provided byJeffrey P. Kendall, CFP®Some investors are puzzled when a financial professional recommends third-party asset...

Thursday, January 20, 2022

How Market Cycles Can Impact RetirementsSequence of returns can play a role in your overall portfolio.Provided byJeffrey P. Kendall, CFP®A thoughtful retirement strategy may help you pursue your many retirement goals. That...

Thursday, January 20, 2022

Why You Need an Investment PhilosophyProvided byJeffrey P. Kendall, 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...

Tuesday, January 4, 2022

Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for 5% growth for the year when 2021 draws to a close. The current economic recovery, which started in May 2020, benefited from widespread...

Tuesday, November 23, 2021

2022 Contribution LimitsIs it time to contribute more?Provided byJeffrey P. Kendall, CFP®Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new...

Thursday, September 16, 2021

Making Sense of Seemingly Inconsistent NumbersWise investors take the “big picture” view.Provided byJeffrey P. Kendall, CFP®It can be incredibly difficult to make sense of data. A report coming from one body may tell...

Monday, November 16, 2020

After many weeks of telegraphing a long and careful ballot count, this week’s election lived up to that prediction in races for the Senate, the House, and the presidency. While Americans voted Tuesday, Wall Street cast its ballot...

Monday, November 16, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...

Tuesday, October 13, 2020

It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes.1But when voters say...

Tuesday, September 15, 2020

Football is back, which means summer is coming to a close, days will get shorter, and sweaters will soon be in play.This year, there was no pre-season, so professional football started in September, which coincidentally, is a perennial...

Friday, August 21, 2020

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a...

Friday, July 17, 2020

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees?There are three main types of retirement plans...

Tuesday, June 16, 2020

Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1You do not have to supply this information, but it is encouraged. The request is...

Thursday, April 16, 2020

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing...

Thursday, March 19, 2020

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.This impatience also manifests itself in the...