Jeffrey R. Kenyon

1011 Route 22 Suite 104 Bridgewater, NJ 08807

Phone:

Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Accumulation

Estimate the future value of your current savings.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.