Jeff Kennedy

Kennedy Advisory Group

Articles

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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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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Making Retirement Savings Last

March 23, 2022

What is the number one worry for retirees?Not having enough money saved to last them in ...

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Credit Score Information Frequently Asked Questions and Answers

March 23, 2022

Credit Score Information Frequently Asked Questions and AnswersMonitor and guard your credit rating.Learn how credit bureaus ...

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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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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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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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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 ...

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Sequence Of Returns Risk

March 23, 2022

The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...

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Protecting the Family Inheritance: Beneficiary-Controlled Trusts

March 21, 2022

In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...

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Savings Bonds and Tax Deferral

February 23, 2022

Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...

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If You Go Phishing, Make Sure You Are Not The Bait

March 23, 2022

The IRS published its top scams to help the US Taxpayer avoid being taken advantage of ...

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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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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 ...

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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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Does Your Advisor Have A Contingency Plan? If Not, Your Wealth May Be At Risk!

March 1, 2022

"You spent a long time locating the perfect financial advisor. But, are you prepared for the ...

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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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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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Running Out of Money Before You Run Out Of Life

March 23, 2022

A recent article in Money Magazine (https://money.com/save-for-retirement/) shined a bad light on Americans planning retirement. Health care expenses, living ...

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Retirement Planning With Overlooked Expenses

February 17, 2022

When Planning, Don’t Forget These Often Overlooked Retirement Expenses“There is a massive disconnect between how much ...

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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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