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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The true cost of raising a child may be far more than you expect.
The item most homeowners forget on their home improvement project checklist is insurance.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Lifestyle considerations in creating your retirement portfolio.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.