Jeff Kennedy

Kennedy Advisory Group

Articles

What is tax-loss harvesting and will it work for you?

March 21, 2022

“For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains ...

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Why Both Spouses Must Be Involved When It Comes To Retirement Planning

March 23, 2022

Why Both Spouses Must Be Involved When It Comes To Retirement Planning "But my spouse is ...

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Can Contentment Cause People To Be Blind To Danger

March 21, 2022

As defined by http://www.dictionary.com, a parable is a short allegorical story that illustrates or teaches some truth, ...

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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 ...

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The Dow Jones Industrial Average Will Hit 30,000

March 23, 2022

I remember well that statement being made at a financial convention years ago, the speaker followed ...

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Understand Your Social Security Survivorship Benefits

March 21, 2022

Understand Your Social Security Survivorship BenefitsWhile painful for most of us to contemplate, death is nonetheless ...

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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 ...

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What is Probate? How does it work?

March 23, 2022

What is probate? How does it work?Simply put, probate is the re-titling (change of ownership) of ...

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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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Charitable And Individual Gifting Considerations

March 23, 2022

Charitable Gift AnnuitiesA charitable gift annuity (CGA) provides a structured way to give to charity while securing ...

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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 ...

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A Comprehensive Guide To Annuities and Annuity Investing

March 21, 2022

A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...

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457 Retirement Plan Option

March 21, 2022

A 457 Plan might be a good choice for your retirement planningWhat Is A 457 Plan?A ...

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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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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 ...

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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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What Is The Color Of Your Money — Red or Green?

March 23, 2022

Retirement planning can be overwhelming as financial professionals have different opinions and methods of investing. An ...

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What Are Annuities?

March 21, 2022

What Are Annuities?In its simplest definition, an annuity is a written contract between the annuity owner ...

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Divorce Can Be Very Costly To Retirement Planning

March 23, 2022

Divorce Can Be Very Costly To Retirement PlanningMake Sure You Understand the True CostsNo one wants ...

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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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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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