John Kendall Financial Advisor

07/06/2026

I am working with Publix associates on some of the following and want to try and help as many associates as I can.

*Using the NUA strategy and paying taxes on the cost basis of your Publix stock to save on taxes each year moving forward at retirement.

*Formulating a plan for early retirement using diversification once you reach age 55 and setting up a lifetime income stream at retirement.

*Looking at Whole Life Insurance for you and your family so when you retire you will have a life insurance policy that has a cash value that can be used for an emergency fund or income at retirement. Can also be used for your kid's college or wedding down the road or anything you may need.

Please reach out to me anytime to help you with some retirement strategies and life insurance needs.

1-502-218-4097

06/11/2026

One of the things I am learning as a Financial Advisor is how important Life Insurance is to a family. Whole or Term Life policies can be purchased at any age for yourself, your children, and grandchildren.

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