John Kendall Financial Advisor

06/04/2026

Our team knows how to break down complexities for clients, helping them understand strategies that can help support their financial needs. A new Life & Health Advisor article explores the potential role of life insurance in financial planning and supporting financial wellness.

Life insurance can serve as a vital tool for helping Americans build financial confidence and be prepared in case of the unexpected. Yet despite many Americans expressing concern with being financially ready in the event of a loss, few make the connection to how life insurance can provide protection...

05/07/2026

For those 50+, understanding the choices is key

05/07/2026

Not sure what to do with high taxes from your IRA or ESOP plans when retiring? Ask me about Roth conversions and tax strategies for ESOP plans that could potentially save you and your beneficiaries a lot in taxes.

05/06/2026

Retirement confidence isn’t just about how much you’ve saved. It’s about how reliably your savings can support the life you want to live.

That’s why planning is shifting from focusing on accumulation to a more intentional approach that helps turn savings into income.

Discover more insights from Guardian Wealth Advanced Markets' Income by Design: A modern framework for retirement confidence.
https://www.guardianlife.com/reports/income-by-design?utm_campaign=em-2026-guardian-annual&utm_medium=social&utm_source=marketingsuite&utm_content=ga-ms-social&utm_id=4562904354

04/09/2026

None of us wants to think we'll need long-term care when we get older, but the odds are roughly even that we will. Which is all the more reason to understand the realities of LTC and how to pay for it.

04/08/2026

Did you know you can diversify up to 25% of your ESOP stock once you turn 55 while still employed. You have a 6 year window to do so. Reach out to me anytime if you want to set up a meeting and get more information on how we can get started.

502-218-4097

03/24/2026

Ask me about Whole Life Insurance with a Long Term Care Rider and see if it's right for you and your family.

Most Life Insurance policies you have with your company do not continue once you retire or leave the company. Contact me today to see if we can protect you and your family for the future.

03/19/2026

Only about 3% to 4% of U.S. adults have dedicated long-term care (LTC) insurance. While roughly 70% of people over 65 will need some form of long-term care in their lives. If you aren't sure that your life insurance has a long-term care rider or are interested in getting LTC insurance please reach out to me. By having LTC insurance you are putting many of the tough decisions down the road in your control. Please reach out to me if you have any questions or interest in LTC insurance.

Many think Medicare will pay for LTC and unfortunately it does not. Please plan ahead so you don't become a financial burden to your family or have to sell your home to pay for the LTC.