Jeff Kennedy
Kennedy Advisory Group
Articles
The Baby Boomers Are Overpowering the Health Care System
March 23, 2022
The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of ...
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 ...
US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?
March 23, 2022
US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?Buying a US Treasury EE Bond can ...
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 ...
Promises Made Promises Kept Cross Our Heart
March 21, 2022
Make promises, keep promises Promises.We make promises many times in our lives to spouses, kids, friends, and ...
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 ...
Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning
March 21, 2022
Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...
Questions & Answers Regarding Probate
March 23, 2022
Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...
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 ...
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 ...
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 ...
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 ...
FINRA And Its Relentless Attack on Excessive Fees
March 21, 2022
Let’s see…..hmm. The Commissioner of Baseball is also one of the franchise owners.The NFL 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 ...
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, ...
Promissory Notes May Not Be Real Promises
March 21, 2022
Promissory Notes May Not Be Real PromisesIf you are considering the purchase of a promissory note, ...
How much money do I need in retirement?
March 23, 2022
"One of the thorniest issues facing retirees is how to determine much money they will be ...
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 ...
Annuities and Asset Protection
March 21, 2022
Annuities And Asset ProtectionAnnuities and Asset Protection: What you need to know!Joe Richmond (not his real ...
Chickens, Pigs, Bulls, and Bears: The Stock Market Is a Barnyard
March 21, 2022
The great novel Animal Farm written by the legendary author George Orwell is about animals and ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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