Jeff Kennedy
Kennedy Advisory Group
Articles
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 ...
Estate Planning – Get Organized!
March 23, 2022
Estate planning and financial planning can, at times, be overwhelming. Many individuals are daunted by the complexity ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
Common Money Myths That Keep You Confused
March 23, 2022
Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...
Should You Have Debt In Retirement?
March 21, 2022
Should You Have Debt In Retirement?"In a perfect world, you would enter retirement with your home ...
Concerned About Trusting An Insurance Company With Your Important Retirement Funds?
March 23, 2022
Concerned About Trusting An Insurance Company With Your Important Retirement Funds?How safe is your annuity? How safe ...
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 ...
Six Common Designations Used By Advisors And Agents
March 23, 2022
Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...
Should You Be Concerned About Required Minimum Distributions
March 23, 2022
Should You Be Concerned About Required Minimum DistributionsIf your Required Minimum Distribution is not managed properly, you may ...
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 ...
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 ...
What Are Annuities?
March 21, 2022
What Are Annuities?In its simplest definition, an annuity is a written contract between the annuity owner ...
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 ...
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 ...
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 ...
How To Understand Insurance Company Financial Ratings
March 21, 2022
An annuity or a life insurance policy is a long-term financial contract, and consumers who wish ...
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 ...
Annuities Dirty Little Secret: Number 1
May 7, 2023
Annuity secrets will tell you the truth about annuities You have probably seen this ad: “Invest in an ...
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, ...
401k Asset Allocation Strategies
March 21, 2022
Asset allocations and smart diversification might be a good choice Asset allocation and portfolio diversifications are words often ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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