The Raymond Kendall Group
We provide financial and retirement solutions to pre-retirees, retiree, and early retirement candidates. Our practice focuses on customizing a plan for you and your family that will provide the sustainable income to meet life's milestones such as retirement, college expenses and risk management.
Your investments and plan goals should be steady but also flexible enough to match each families lifestyle. The guidance you receive comes along with education and a holistic approach to investment and financial management. Our educational seminar topics include Woman and Wealth, Social Security, College Savings Planning, Credit and Debt management, Investment and Insurance strategies. Please take a moment to visit the entire website where you will find informative videos, calculators and helpful news information. If you have a question please use the "Have A Question" box, where it will be answered and returned to you promptly.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Even if you’re young and single, you should still consider protecting yourself.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.