Building a Healthy Financial Foundation

How many pieces do you have in place?

Provided by

Jeffrey P. Kendall, CFP®

2020: The Year that Wasn’t

By

Jeffrey P. Kendall, CFP®

As we are coming to year-end, I wanted to share a few thoughts on the crazy market events of 2020, and also expectations for 2021. Maybe all this will help us be prepared for the next bubble, pandemic, government shutdown, etc… because you know there is always something. Even though none of us want to relive 2020, I think we can always learn something from 2020.   

A Checklist for When a Spouse or Parent Passes

An overview of some of the fundamental steps to take.

Provided by

Jeffrey P. Kendall, CFP®

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 checklist that you may find useful at such a time.

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later.

Provided by

Jeffrey P. Kendall, CFP®

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.¹

You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions on your behalf.¹