Lives Change. Needs Change. From the day you are born, life brings a steady stream of changes. Each time, new needs arise. Each time, you adapt.
We are a financial services company with the goal of bringing confidence and security to individuals and corporations that face life-changing events.
-The Kaleel Company Inc- Early on, handling change appears simpler because you have been “trained” to deal with education, managing a career, raising a family, etc. Later, however, as you enter the second half of life, complex financial challenges a
08/16/2024
Here's a new twist on the old adage "You can't take it with you."
Maybe helping your heirs sooner than later has benefits for you and for them.
Should Clients Share Wealth Sooner Rather Than Later? | ThinkAdvisor Passing on assets during one’s lifetime can have big benefits, both psychological and practical.
05/23/2024
If this question is nagging you, see some of the issues to consider before making the decision on where to live in your retirement years.
"Should I Stay or Should I Go?" 3 Common Misconceptions About Living Arrangements as You Age
08/14/2023
Retirement Requires a Shift in Mindset: Are You Ready for That?
Retirement Requires a Shift in Mindset: Are You Ready for That? When you're saving for retirement, your focus is on growth, but once you retire, the focus needs to shift to income, which is a tough adjustment for many. What to do?
05/18/2023
Not often discussed, mental well being in retirement is just as important as physical well being. Read below for some good advice if one is planning to scale back on full time employment or enter a new life chapter.
How Retirees Should Financially Plan for Mental Health | Entrepreneur One of your biggest concerns as a retiree is going to be planning for the future of your physical health. Over time, your physical health will degrade and you’ll likely...
03/16/2023
5 Reasons Why Women Make Outstanding Leaders | Inc.com - Inc.
5 Reasons Why Women Make Outstanding Leaders Female leaders bring skills, different perspectives, and innovative ideas to the table; when combined, these foster future-focused, more resilient companies.
03/08/2023
At the Kaleel Company, we recognize Women's History Month and International Women's Day. We present to you Hetty Green: an American businesswoman and the "richest woman of the gilded age".
Hetty Green - Wikipedia Hetty Green (November 21, 1834 – July 3, 1916),[1] who was often derisively referred to as the Witch of Wall Street, was an American businesswoman and financier known as "the richest woman in America" during the Gilded Age. But those who knew her well referred to her admiringly as the Queen of Wal...
02/17/2023
You've worked a lifetime to build your wealth. Here's how to help keep it!
You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It! Set yourself up for success by knowing what you want out of retirement, getting a grip on your spending needs and wants and then regularly checking whether you’re on track.
02/08/2023
7 things everyone can do to improve their mental health
7 Things Everyone Can Do To Improve Their Mental Health There’s no magic method to improve your mental health, but there are things you can do to take care of it. Here are 7 of them...
01/16/2023
A checklist for what to do (and not do) after someone dies
A Checklist for What to Do (and NOT Do) After Someone Dies It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.