Jeff Kennedy

Kennedy Advisory Group

Articles

Transparency: Welcome to the Future

March 21, 2022

Everywhere you look in our industry; you see changes, changes designed to be more transparent.It seems ...

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Estate Planning – Get Organized!

March 23, 2022

Estate planning and financial planning can, at times, be overwhelming. Many individuals are daunted by the complexity ...

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Legacy Arbitrage

February 24, 2022

Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...

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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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Should You Have Debt In Retirement?

March 21, 2022

Should You Have Debt In Retirement?"In a perfect world, you would enter retirement with your home ...

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Concerned About Trusting An Insurance Company With Your Important Retirement Funds?

March 23, 2022

Concerned About Trusting An Insurance Company With Your Important Retirement Funds?How safe is your annuity? How safe ...

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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 ...

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Six Common Designations Used By Advisors And Agents

March 23, 2022

Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...

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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 ...

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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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Considering asset Splits to Maximize Your IRA for Maximum Opportunity

February 27, 2022

Split your IRA using annuities and keep accumulating How can a sixty-five-year-old person with $500,000 in an IRA earn ...

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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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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 ...

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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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Does a deferred income annuity have a place in your retirement plan

March 21, 2022

Does a deferred income annuity have a place in your retirement plan? If you're looking for payments ...

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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 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 ...

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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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Should You Downsize When You Retire?

March 23, 2022

If you plan to sell your current home and move to a smaller one after retirement, ...

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401k Asset Allocation Strategies

March 21, 2022

Asset allocations and smart diversification might be a good choice Asset allocation and portfolio diversifications are words often ...

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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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