Jeff Kennedy
Kennedy Advisory Group
Articles
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 ...
Questions & Answers Regarding Probate
March 23, 2022
Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...
Charitable Gift Annuities
March 23, 2022
A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...
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 Zoo: Understanding Bulls, Bears, and the Deer
March 23, 2022
The Zoo: Understanding Bulls, Bears, and the DeerAnimals can help us understand how the market dictates ...
Why Should I Plan If I Don’t Ever Want To Retire?
March 23, 2022
Why should I plan if I don’t ever want to retire?“Many people, especially small business owners ...
Trust: Use the Ronald Reagan Approach
March 21, 2022
Trust but verify The other night I saw a feature on the news about the lawsuit between ...
Why Both Spouses Must Be Involved When It Comes To Retirement Planning
March 23, 2022
Why Both Spouses Must Be Involved When It Comes To Retirement Planning "But my spouse is ...
457 Retirement Plan Option
March 21, 2022
A 457 Plan might be a good choice for your retirement planningWhat Is A 457 Plan?A ...
Making Retirement Savings Last
March 23, 2022
What is the number one worry for retirees?Not having enough money saved to last them in ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
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 ...
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 ...
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 ...
Is too much derisking of your retirement fund a good idea?
March 21, 2022
Is too much "de-risking" a good idea? "If you are thinking about rolling your 401k into an ...
Should Pre-Retirees And Retirees Rebalance Their Investment Portfolios To Mitigate Risk?
March 21, 2022
“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing ...
The Great American Rip-Off
March 21, 2022
The idea of a 401(k) created by Congress was a beautiful idea. What is not attractive ...
Transparency It Had To Come We Knew It All Along
March 23, 2022
Transparency: It Had To Come We Knew It All AlongDisclosure Disclosure DisclosureOur grandson, Andrew, is a ...
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 ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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