Jeff Kennedy
Kennedy Advisory Group
Articles
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 Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages
March 21, 2022
Look before you leap when it comes to bond mutual funds.Bond funds are similar to stock ...
Variable Annuities | Tips to fully understanding variable annuities
March 23, 2022
Variable Annuities | Tips to fully understanding variable annuitiesBeware of the fees, expenses, and lack of ...
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 ...
Invisible Fees in Mutual Funds
March 21, 2022
Transparency in the financial world has traditionally been lacking.As information sources have increased, along with it ...
Beneficial Long Term Capital Gain Tax Rates
March 21, 2022
Did you know the tax law changed on Capital Gains? Do you know how important it ...
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 ...
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 ...
The Thrift Saving Plan (TSP)
March 21, 2022
The government version of a 401(k) makes sense. A Thrift Savings Plan or TSP is a retirement plan for ...
Anger Emotions And The Lack Of Information
March 23, 2022
Anger Emotions And The Lack Of InformationI’m seeking some “advice from management.” This is a request ...
Bond Funds or Individual Bonds: Which Is Best for You?
March 21, 2022
There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...
Are US Treasuries A Smart Bet For You?
March 23, 2022
Are US Treasuries A Smart Bet For You?US Treasuries are the safest possible place to invest ...
Baby Boomers And Mortgage Debt
March 23, 2022
Baby Boomers And Mortgage DebtI remember when our church in Emmett, Idaho finally retired the mortgage.Our parish ...
Why Should I Plan If I Don’t Ever Want To Retire?
March 23, 2022
Why should I plan if I don’t ever want to retire?“Many people, especially small business owners ...
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 ...
Elder Abuse and Tax Scam Issues
March 23, 2022
Don't be scammed by crooks when it comes to taxes.Regardless of what happens with the DOL ...
Protecting the Family Inheritance: Beneficiary-Controlled Trusts
March 21, 2022
In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...
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 ...
How to Modernize Life Insurance at Retirement Time
March 21, 2022
I can remember my dad buying a house in 1962 for $9,000.To make sure the mortgage ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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