Tax and Retirement Planning for Professionals at Kendall Financial Services

Secrets of the Temple: How the Federal Reserve works. #FederalReserve

Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement

An ILIT could play a role in your estate strategy.

When the rules of the game change, tactics should follow in response to the new landscape.

$100 not spent is more like $143. Intrigued? #taxes #saving

As complex as the details of taxes can be, the income tax process is fairly straightforward.

In March, stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally.

Ever heard of a Roth 401(k)? Would one be right for you?

Valuation is important for business succession, estate taxes and even qualifying for a loan.

All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth

Have you heard these three common misconceptions about #SocialSecurity?

Here are eight mistakes to avoid when #saving #retirement.

Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA

Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.

College, kids and costs.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

The tax rules that govern donating art are complex and confusing. #taxes #art

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here: