Jeff Kennedy
Kennedy Advisory Group
Articles
Wall Street’s Latest Attempt To Create An Annuity: Bond Tents
March 23, 2022
Wall Street’s Latest Attempt To Create An Annuity: Bond TentsBeware of bond tents that are disguised ...
Is It time For Your Company’s 401(k) Plan’s Annual Checkup?
March 21, 2022
Every night on the nightly news, it seems there is bad news about retirement plans, especially ...
Should you put an annuity inside your IRA? The answer is a definite MAYBE.
February 22, 2022
An ongoing dispute among financial advisors concerns the question of whether it is ever a good ...
401k Investment Tips: Essential Tools for Informed Choices
March 21, 2022
Manage your 401(k) for better performance You know that investing in your 401(k) is vital to your ...
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, ...
INcome Versus IFcome
October 1, 2022
INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...
Does a deferred income annuity have a place in your retirement plan
March 21, 2022
Does a deferred income annuity have a place in your retirement plan? If you're looking for payments ...
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 ...
Trust: Use the Ronald Reagan Approach
March 21, 2022
Trust but verify The other night I saw a feature on the news about the lawsuit between ...
How much money do I need in retirement?
March 23, 2022
"One of the thorniest issues facing retirees is how to determine much money they will be ...
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 ...
Am I A Senior?
March 23, 2022
Am I A Senior?Who are seniors? Does that mean old folks? Does it mean retirees? What is ...
Considering asset Splits to Maximize Your IRA for Maximum Opportunity
February 27, 2022
Split your IRA using annuities and keep accumulating How can a sixty-five-year-old person with $500,000 in an IRA earn ...
When Harry and Sally Met Their 401(k)
March 23, 2022
Harry and Sally White are regular people.Harry and Sally work for the same company; actually, that ...
Transparency It Had To Come We Knew It All Along
March 23, 2022
Transparency: It Had To Come We Knew It All AlongDisclosure Disclosure DisclosureOur grandson, Andrew, is a ...
Women Focused Financial Planning
March 21, 2022
Women-Focused Financial PlanningMany women, especially those in their 60s and 70s, grew up with the idea that ...
The Great American Rip-Off
March 21, 2022
The idea of a 401(k) created by Congress was a beautiful idea. What is not attractive ...
Even “temporary” inflation can drain off large amounts of your wealth
March 23, 2022
Even “temporary” inflation can drain off large amounts of your wealth “Warren Buffet once pointed out that ...
7 Shortcuts for Major Money Hassles
March 21, 2022
Hassle-free means less stress One: Ace Your RetirementBy the time you're 65, you'll need to have socked ...
Questions & Answers Regarding Probate
March 23, 2022
Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
Sign up for our newsletter.
Safe Money insights and tips sent to your inbox twice a month.
Sign Up Now!