Jeff Kennedy

Kennedy Advisory Group

Articles

Promissory Notes May Not Be Real Promises

March 21, 2022

Promissory Notes May Not Be Real PromisesIf you are considering the purchase of a promissory note, ...

Read more >

INcome Versus IFcome

October 1, 2022

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

Read more >

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 ...

Read more >

The Tax Deferred Annuity

March 21, 2022

A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...

Read more >

Annuity Riders

February 9, 2022

Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...

Read more >

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 ...

Read more >

Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning

March 21, 2022

Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...

Read more >

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 ...

Read more >

Tax Scams: IRS Dirty Dozen

March 21, 2022

Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...

Read more >

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 ...

Read more >

Should I Buy Long-Term Care Insurance?

March 23, 2022

Should I Buy Long-Term Care Insurance?“Long term insurance protection for nursing home care does not have ...

Read more >

Einstein Quantum Compounding

February 22, 2022

Use the 4% withdrawal rule, add the inflation factor and guess what? They still cannot compete. ...

Read more >

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 ...

Read more >

The Golden Years Might Become Scary

March 23, 2022

When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost ...

Read more >

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 ...

Read more >

Social Security Retirement Benefits: Know Your Options

February 17, 2022

You need to understand your benefits and optionsBenefits requirements:To qualify for Social Security benefits when you ...

Read more >

Variable Annuities | Tips to fully understanding variable annuities

March 23, 2022

Variable Annuities | Tips to fully understanding variable annuitiesBeware of the fees, expenses, and lack of ...

Read more >

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 ...

Read more >

Ever Wonder How the Stock Market Works?

March 23, 2022

Ever Wonder How the Stock Market Works?Every night watching the news, we are bombarded with stories ...

Read more >

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 ...

Read more >
Jeff Kennedy picture

Jeff Kennedy

Kennedy Advisory Group

3109 Woodcliff Cr.

Birmingham, Alabama 35243

jeff.kennedy@retirevillage.com

(205) 222-2487

Sign up for our newsletter.

Safe Money insights and tips sent to your inbox twice a month.

Sign Up Now!