Jeff Kennedy

Kennedy Advisory Group

Articles

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 ...

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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 ...

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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 ...

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Sequence Of Returns Risk

March 23, 2022

The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...

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Outsource Your Concentrated Risk To A Risk Bearer

March 23, 2022

Outsource Your Concentrated Risk To A Risk Bearer Coffee futures have dropped 18.35% in value; if you ...

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Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning

March 21, 2022

Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...

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Get a Paycheck for Life with the Guaranteed Lifetime Income Rider

March 21, 2022

Understanding Income RidersIncome for life is in reach. As I speak to so many callers to my Safe ...

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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 ...

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Should You Downsize When You Retire?

March 23, 2022

If you plan to sell your current home and move to a smaller one after retirement, ...

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It’s Time to Review Your Life Insurance

March 23, 2022

Why You Should Review Your Insurance Regularly"Life events can have a massive impact on your financial ...

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Credit Score Information Frequently Asked Questions and Answers

March 23, 2022

Credit Score Information Frequently Asked Questions and AnswersMonitor and guard your credit rating.Learn how credit bureaus ...

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Local Content Is Good Business

March 21, 2022

Local Content Is Good BusinessBy Syndicated Columnists|Throughout history, residents of smaller communities have relied on local tribunes, ...

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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 ...

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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 ...

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The Good News: The Longer You Live, The Longer You Live

March 21, 2022

The Longer You Live, The Longer You Live“I have felt for a long time a sense ...

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The New Corporate Business Plan: Outsource Pension Liability And Improve Profits

March 23, 2022

The New Corporate Business Plan: Outsource Pension Liability And Improve ProfitsI can remember the first company ...

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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 ...

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Muni Bonds Generate Tax Free Interest - Or Do They?

March 21, 2022

Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...

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Questions & Answers Regarding Probate

March 23, 2022

Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...

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Charitable Gift Annuities

March 23, 2022

A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...

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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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