Jeff Kennedy

Kennedy Advisory Group

Articles

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 ...

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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 ...

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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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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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Charitable Gift Annuities

March 23, 2022

A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...

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Baby Boomers And Mortgage Debt

March 23, 2022

Baby Boomers And Mortgage DebtI remember when our church in Emmett, Idaho finally retired the mortgage.Our parish ...

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When Harry and Sally Met Their 401(k)

March 23, 2022

Harry and Sally White are regular people.Harry and Sally work for the same company; actually, that ...

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Market Volatility: Safety Nets Are Available

March 23, 2022

Market Volatility: Safety Nets Are AvailableA safety net can be important when things go bad.Several noted ...

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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 ...

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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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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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One Of The Best Financial Products Of Which Few People Have Heard

March 23, 2022

As more and more seniors look for ways to lower their taxes in retirement, QLACs are ...

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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 ...

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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 ...

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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 ...

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Beneficial Long Term Capital Gain Tax Rates

March 21, 2022

Did you know the tax law changed on Capital Gains? Do you know how important it ...

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INcome Versus IFcome

October 1, 2022

INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...

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Elder Abuse and Tax Scam Issues

March 23, 2022

Don't be scammed by crooks when it comes to taxes.Regardless of what happens with the DOL ...

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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 ...

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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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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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