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Kaydan Connection Newsletter

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December 16, 2021

4 Common Elder Scams: How to Stay Safe and Fight Back

by: Danielle Howard

Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and...

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December 15, 2021

New Ways to Give to Charity While Getting the Best Tax Breaks

by: Jim Kruzan, CFP®, CRPC®

With such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little clever...

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December 15, 2021

Enhanced Authentication Enabled For All Client Access Users

by: Shawn Reszczyk

Beginning December 17, 2021, two-factor authentication will be automatically enabled for all Client Access users who have not turned on enhanced...

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December 13, 2021

8 Year-End Tax Tips To Help Save You Money

by: Jim Kruzan, CFP®, CRPC®

1: Tax brackets have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates the...

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December 10, 2021

7 Deadly Estate Planning Mistakes to Avoid

by: Darren Brennan, CFP®, CRPC®

Let’s ask a question that seemingly has an obvious answer. Why is estate planning important? First of all, when many hear the term “estate...

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September 29, 2021

Your Year-End To-Do List

by: Darren Brennan, CFP®, CRPC®

The big guy in the red suit isn’t the only one who should be making a list and checking it twice. With less than 100 days left in the year,...

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September 24, 2021

Head For The Cure

by: Danielle Howard

On September 19th, Kaydan Cares gathered bright and early for a beautiful day down on Belle Isle for the Head For The Cure 5K Run/Walk Race. Head For...

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September 22, 2021

Beware of Travel Scams

by: Danielle Howard

Successful vaccine rollouts have made it possible for people to get out and about again. Whether you’re planning a long-delayed vacation or a...

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September 15, 2021

Spend or Save? Using the Child Tax Credit

by: Jen Verscheure

In March 2021, The American Rescue Plan1 (a $1.9 trillion stimulus package) was passed into law and one of the significant changes it included was...

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