Jeff Kennedy

Kennedy Advisory Group

Articles

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 ...

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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 ...

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Annuity Riders

February 9, 2022

Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...

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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, ...

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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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Could Investing In Treasuries Be A Mistake?

March 23, 2022

Could Investing In Treasuries Be A Mistake?US Treasuries are considered the safest investment in the world.The ...

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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 ...

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Questions & Answers Regarding Probate

March 23, 2022

Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...

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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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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 ...

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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 New Corporate Business Plan: Outsource Pension Liability And Improve Profits

March 23, 2022

The New Corporate Business Plan: Outsource Pension Liability And Improve ProfitsI can remember the first company ...

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The Golden Years Might Become Scary

March 23, 2022

When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost ...

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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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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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To Bonds Or Not To Bonds That Is The Question

March 23, 2022

Have bonds earned a place in your portfolio?Beginning in 2020, the Federal Reserve cut interest rates ...

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Medicare Reimbursements Shrink As Medical Costs Increase

March 23, 2022

If Medicare Reimbursements shrink, who pays the difference?As we age, we become less worried about paying ...

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Tax Loss Harvesting

March 21, 2022

What is tax-loss harvesting and will it work for you?“For many investors, tax-loss harvesting is one ...

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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 ...

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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 ...

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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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