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.

Permission to Spend in Retirement: A Skill Rarely Taught
08/31/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

08/27/2026

Explore the next chapter you get to author.

08/25/2026

Your portfolio is more than a performance number.

08/20/2026

The shift from pensions changed the story.

08/18/2026

This checklist shows you the difference.

08/14/2026

Here's why we're not getting carried away

08/13/2026

Retirement is becoming more personal.

08/11/2026

The years around retirement are when alignment matters.

08/07/2026

Here's what savvy investors should know

What to Do With Your Next Dollar: A Financial Order of Operations
08/07/2026

What to Do With Your Next Dollar: A Financial Order of Operations

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order.That's a harder question than it looks. Each of these priorities is sound on its ow...

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