Jeff Kennedy

Kennedy Advisory Group

Articles

What's The Secret To Retiring Successfully? Start Early.

September 12, 2022

"The best time to start planning your retirement is probably the day you get your first ...

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Are You Concerned You Will Run Out Of Money In Retirement

September 5, 2022

"Most retiree accounts are woefully underfunded. Instead of withdrawing 4% to retire comfortably, you may have ...

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Annuity Pros and Cons To Consider

August 19, 2022

Annuities (except for variable annuities) are the only financial vehicle you can own that gives you ...

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Have You Planned For The Financial And Emotional Impact Of Caring For Your Parents?

November 16, 2021

"It can be wonderful to grow old with your parents. However, you'll need strategic planning to ...

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What Is Capital Preservation, And How Can You Achieve It?

September 25, 2021

"If you're approaching retirement and have a low risk tolerance, a capital preservation strategy may be ...

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 Choosing a Financial Advisor

April 25, 2023

The Importance of Finding Someone Experienced with Annuities An annuity is a contract between an individual ...

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10 Reasons To Consider Annuities For Your Retirement Foundation

July 11, 2023

Need a reason to add an annuity to your retirement portfolio? Here are 10. Annuities aren’t ...

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10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined pension ...

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2023 Retirement Account Contribution Limits

November 22, 2022

It's no secret that saving for retirement can be a challenge. Between the rising cost of ...

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3 Overlooked Tax Reductions That Will Shock You

April 3, 2021

Make sure you do not forget these tax deductions. There are the standard tax reductions every ...

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5 Mistakes Investors Make When They Fail to Keep Their Cognitive Biases in Check

August 4, 2022

A cognitive bias refers to how our experiences and preferences distort our judgments and decisions. For ...

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5 Steps To Managing Debt

August 10, 2022

Nobody likes debt. It's stressful, it can be hard to manage, and it can be frustrating. ...

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7 Things You Must Know About Claiming Social Security

August 16, 2021

Social Security is a great program, but knowing when and how to claim your benefits can ...

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A Beginner’s Guide to Fixed Indexed Annuities

February 21, 2023

Are you a retiree or pre-retiree looking for a retirement strategy with a guaranteed income stream? ...

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A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

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A Gold Watch And Lifetime Income

March 6, 2019

Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...

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A La Carte Financial Planning

April 12, 2023

Financial planning is a complex process that requires expertise in several areas, such as wealth management, ...

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A La Carte Planning Don't Be A Victim

March 26, 2023

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

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A Life Insurance Policy Is An Asset You Can Sell

April 9, 2023

A Life Insurance Policy Is Like Any Asset, It Has Value, and It Can Be Sold. ...

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A Mistake And A Miracle

July 23, 2021

"Money, like emotions, is something you must control to keep your life on the right track." ...

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Jeff Kennedy picture

Jeff Kennedy

Kennedy Advisory Group

3109 Woodcliff Cr.

Birmingham, Alabama 35243

jeff.kennedy@retirevillage.com

(205) 222-2487

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