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 ...
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 ...
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 ...
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 ...
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 ...
Choosing a Financial Advisor
April 25, 2023
The Importance of Finding Someone Experienced with Annuities An annuity is a contract between an individual ...
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 ...
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 ...
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 ...
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 ...
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 ...
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. ...
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 ...
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? ...
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 ...
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. ...
A La Carte Financial Planning
April 12, 2023
Financial planning is a complex process that requires expertise in several areas, such as wealth management, ...
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 ...
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. ...
A Mistake And A Miracle
July 23, 2021
"Money, like emotions, is something you must control to keep your life on the right track." ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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