Tag: retirement planning

Why are they made again and again? You may often hear about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result … Continue reading “Major Retirement Planning Mistakes”

Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few.       Retirement means I can stop investing. In the past, retirement was viewed as an “end” in many ways. These days though, retirement is … Continue reading “Debunking Common Retirement Assumptions”

How much do you know about the different coverage options? Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan. Here at Kendall Capital, we want to make sure our clients are … Continue reading “Facts About Medicare Open Enrollment”

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask our clients as Kendall Capital, or any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG … Continue reading “Reducing the Risk of Outliving Your Money”

For our parents, living to 75 amounted to a nice, long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these projections, it appears that a retirement of 20 years or longer might be in your future. Are … Continue reading “Retirement Planning Tips for Women”

How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as we start 2017, it is natural to think about what you might do (or do differently) in the 12 months ahead. Financially speaking, … Continue reading “Making & Keeping Financial New Year’s Resolutions”

You may reach a point in your life when you or someone you love moves to an assisted-living facility or nursing home. At Kendall Capital, we help our clients prepare for this life change for themselves or their loved ones by explaining and guiding our clients through the potential financial planning challenges they may face … Continue reading “What You Need to Know About Moving Into a Nursing Home Facility”

We all have a vision of the way retirement should be, yet it helps to plan for retirement with some pragmatism. Fate may alter the course of our retirement in unanticipated ways. As we plan for the next act of life, we may want to think about some life and financial factors that are often … Continue reading “Retirement Planning Blindspots”

What steps might help you sustain and grow your retirement savings? If your retirement lasts 20, 30, or even 40 years, how well do you think your retirement savings will hold up? What financial steps could you take in your retirement to prevent those savings from eroding? As you think ahead, consider the following possibilities and realities.

How many households have the right outlook to build wealth?