Jeff Kennedy
Kennedy Advisory Group
Articles
The Good News: The Longer You Live, The Longer You Live
March 21, 2022
The Longer You Live, The Longer You Live“I have felt for a long time a sense ...
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 ...
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 ...
The Times They Are A Changin For Annuities
March 23, 2022
The Times They Are A Changin For AnnuitiesI remember the early years in Olympia, Washington, learning ...
Wall Street’s Latest Attempt To Create An Annuity: Bond Tents
March 23, 2022
Wall Street’s Latest Attempt To Create An Annuity: Bond TentsBeware of bond tents that are disguised ...
Is Financial Planning Different Than Retirement Planning
March 23, 2022
Is Financial Planning Different Than Retirement Planning What is the difference? Make sure you know.Yes, it most ...
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, ...
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 ...
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 ...
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 ...
Annuity Riders
February 9, 2022
Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...
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 ...
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 ...
Bond Funds or Individual Bonds: Which Is Best for You?
March 21, 2022
There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...
Are Your Boomerang Kids Retiring With You?
March 23, 2022
Are Your Boomerang Kids Retiring With You? Have you delayed retirement because of the obligation to ...
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 ...
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 ...
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 ...
What Is The Color Of Your Money — Red or Green?
March 23, 2022
Retirement planning can be overwhelming as financial professionals have different opinions and methods of investing. An ...
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 ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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