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

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 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.

What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers...

Biden’s Policy Initiatives

Potential proposals and their legislative requirements.

Provided by

Jeffrey P. Kendall, CFP®

Now that several major news

Football Is Back

America is “ready for football,” while financial professionals are ready for volatility.

Provided by

Jeffrey P. Kendall, CFP®

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