Jeff Kennedy

Kennedy Advisory Group

Articles

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 ...

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10 Solid Reasons To Consider An Annuity For Your Retirement Foundation

March 23, 2022

Need a reason to add an annuity to your retirement portfolio? Here are 10.Annuities aren’t for everyone; you ...

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INcome Versus IFcome

October 1, 2022

INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...

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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, ...

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When Considering a Variable Annuities Use Caution

February 19, 2022

Beware of the fees, expenses, and lack of guarantees when considering a variable annuity. A variable annuity ...

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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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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 ...

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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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Is too much derisking of your retirement fund a good idea?

March 21, 2022

Is too much "de-risking" a good idea? "If you are thinking about rolling your 401k into an ...

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If You Go Phishing, Make Sure You Are Not The Bait

March 23, 2022

The IRS published its top scams to help the US Taxpayer avoid being taken advantage of ...

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Can A Life Settlement Benefit You

March 21, 2022

What's a life settlement, and could you benefit from having one?"Older Americans don't know there may ...

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Is the Stock Market Being Artificially Manipulated

March 23, 2022

Is the Stock Market Being Artificially ManipulatedBeing on Wall Street means being in The Old Boy’s Club.I ...

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The Curtain Is Drawn Back On Bond Sales

March 23, 2022

The Curtain Is Drawn Back On Bond SalesIf you get the chance to see the movie “The ...

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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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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 ...

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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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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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Savings Bonds and Tax Deferral

February 23, 2022

Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...

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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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Social Security Retirement Benefits: Know Your Options

February 17, 2022

You need to understand your benefits and optionsBenefits requirements:To qualify for Social Security benefits when you ...

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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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