Jeff Kennedy
Kennedy Advisory Group
Articles
Is Your Retirement Income A Guess Or A Guarantee
October 1, 2022
When planning retirement, do you depend on projections based on future conditions, or do you plan ...
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 ...
Does Your Financial Plan Have A Cavity?
March 23, 2022
Regardless of age, oral health plays a massive role in your physical health and wellbeing. This is ...
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 ...
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 ...
Even “temporary” inflation can drain off large amounts of your wealth
March 23, 2022
Even “temporary” inflation can drain off large amounts of your wealth “Warren Buffet once pointed out that ...
What Happens to your social security when you die?
March 21, 2022
What Happens To Your Social Security When You Die? What happens to your Social Security when ...
Should I Buy Long-Term Care Insurance?
March 23, 2022
Should I Buy Long-Term Care Insurance?“Long term insurance protection for nursing home care does not have ...
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 ...
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 ...
The Glidepath And Systematic Withdrawal Theory: Do They Still Apply In Today’s Interest Rate Environment?
March 1, 2022
William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, ...
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 ...
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 ...
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 ...
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 ...
Tax Scams: IRS Dirty Dozen
March 21, 2022
Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...
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 ...
401k Investment Tips: Essential Tools for Informed Choices
March 21, 2022
Manage your 401(k) for better performance You know that investing in your 401(k) is vital to your ...
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 ...
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 ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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