Neil H Gendreau CFP, CHFC

Neil H Gendreau CFP, CHFC “How much money do I need to retire?”

Financial planning helps to identify risks while developi Neil H. https://www.kestrafinancial.com/disclosures

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gendreau, CFP, ChFC is not affiliated with Kestra IS or Kestra AS.

Checking Your Portfolio Isn't the Same as Reviewing It
06/01/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

05/26/2026

See what a century of investing history shows.

05/19/2026

History shows why comfort can come at a cost.

05/18/2026

We broke down markets into a 5-minute read

05/12/2026

See what a century of history says about cash.

05/11/2026

Here's what savvy investors should know

The Estate Plan That Looks Complete on Paper
05/07/2026

The Estate Plan That Looks Complete on Paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

05/05/2026

New research challenges old ideas of retirement.

05/05/2026

A simple lesson about time and discipline.

05/04/2026

Here's what you need to know

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