Jeff Kendall

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

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

Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances

What you should know about them.

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

A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors...

Some investors are puzzled when a financial professional recommends third-party asset managers to supervise their portfolios. Why would they recommend turning

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

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

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.