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 6, 2022

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

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Will You Benefit Having An Annuity When You Retire?

August 19, 2022

“Annuities aren’t suitable for everyone.  But those looking for guaranteed lifetime income without market risk might ...

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

November 17, 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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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 ...

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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 7, 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 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 New Idea That Has Been With Us For Over 200 Years

August 14, 2019

“Only money left over after paying taxes can be spent. For the average person in the ...

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A New Year, A New You

January 10, 2024

Embracing Positivity With Smarter Finances As the confetti settles and the calendar flips to "2024," a ...

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A Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

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A Simple And Successful Approach For Your Nest Egg

September 25, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

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A Time To Give Thanks

November 3, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

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Annuities Are A Logical Solution For Longevity Risk

October 14, 2021

"Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic ...

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Annuity Lie: You Die and the Insurance Company Profits

November 17, 2021

Why lie about annuity benefits? If you buy an annuity and die, the insurance company keeps ...

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Annuity Lies Rebutted

May 24, 2019

Watch out for the Fake News and those who spread it I know that many ...

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Annuity Payout Options: What You Need to Know

October 15, 2020

"If you are preparing to purchase an annuity, you will need to decide when you want ...

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Are You A Woman Worried About Money?

November 4, 2020

Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed ...

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Are You Prepared For The Next Storm

September 29, 2022

After experiencing my first hurricane (and coming out unscathed - thank you, God), I realized how ...

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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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