Jeff Kennedy
Kennedy Advisory Group
Articles
Is Your Retirement Income A Guess Or A Guarantee
October 1, 2022
When planning retirement, do you depend on projections based on future conditions, or do you plan ...
Savings Bonds and Tax Deferral
February 23, 2022
Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...
The Zoo: Understanding Bulls, Bears, and the Deer
March 23, 2022
The Zoo: Understanding Bulls, Bears, and the DeerAnimals can help us understand how the market dictates ...
Estate Executor: Duties and Obligations
March 21, 2022
An executor is a person responsible for managing the administration of a deceased individual's estate.Obligations can ...
Can A Life Settlement Benefit You
March 21, 2022
What's a life settlement, and could you benefit from having one?"Older Americans don't know there may ...
Charitable Gift Annuities
March 23, 2022
A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...
Give your children the gift of a lifetime, money management
March 21, 2022
Four Things Every Parent Should Teach Their Kids About Money“Want to give your grandkids a lifetime ...
Chickens, Pigs, Bulls, and Bears: The Stock Market Is a Barnyard
March 21, 2022
The great novel Animal Farm written by the legendary author George Orwell is about animals and ...
Retirement Planning With Overlooked Expenses
February 17, 2022
When Planning, Don’t Forget These Often Overlooked Retirement Expenses“There is a massive disconnect between how much ...
Minimizing Probate By Using a POD and a TOD
March 23, 2022
Use ‘Transfer on Death’ Form to Avoid Probate CourtAvoiding probate can be tricky, but you might ...
Why Interest Rates Are Low And Will Stay That Way - Well at least for a while.
March 23, 2022
Why Interest Rates Are Low And Will Stay That Way Well, at least for a while.The ...
Could Investing In Treasuries Be A Mistake?
March 23, 2022
Could Investing In Treasuries Be A Mistake?US Treasuries are considered the safest investment in the world.The ...
The Times They Are A Changin For Annuities
March 23, 2022
The Times They Are A Changin For AnnuitiesI remember the early years in Olympia, Washington, learning ...
When Considering a Variable Annuities Use Caution
February 19, 2022
Beware of the fees, expenses, and lack of guarantees when considering a variable annuity. A variable annuity ...
Transparency: Welcome to the Future
March 21, 2022
Everywhere you look in our industry; you see changes, changes designed to be more transparent.It seems ...
Does Your Advisor Have A Contingency Plan? If Not, Your Wealth May Be At Risk!
March 1, 2022
"You spent a long time locating the perfect financial advisor. But, are you prepared for the ...
What Happens To Bonds and Annuities If Interest Rates Rise
February 23, 2022
What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...
Promissory Notes May Not Be Real Promises
March 21, 2022
Promissory Notes May Not Be Real PromisesIf you are considering the purchase of a promissory note, ...
What Happens to your social security when you die?
March 21, 2022
What Happens To Your Social Security When You Die? What happens to your Social Security when ...
Social Security Retirement Benefits: Know Your Options
February 17, 2022
You need to understand your benefits and optionsBenefits requirements:To qualify for Social Security benefits when you ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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