Jeff Kennedy
Kennedy Advisory Group
Articles
Does Your Financial Plan Have A Cavity?
March 23, 2022
Regardless of age, oral health plays a massive role in your physical health and wellbeing. This is ...
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 ...
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 ...
How To Understand Insurance Company Financial Ratings
March 21, 2022
An annuity or a life insurance policy is a long-term financial contract, and consumers who wish ...
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 ...
Is It time For Your Company’s 401(k) Plan’s Annual Checkup?
March 21, 2022
Every night on the nightly news, it seems there is bad news about retirement plans, especially ...
When Considering a Variable Annuities Use Caution
February 19, 2022
Beware of the fees, expenses, and lack of guarantees when considering a variable annuity. A variable annuity ...
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 ...
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 ...
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 ...
Making Retirement Savings Last
March 23, 2022
What is the number one worry for retirees?Not having enough money saved to last them in ...
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, ...
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 ...
Get a Paycheck for Life with the Guaranteed Lifetime Income Rider
March 21, 2022
Understanding Income RidersIncome for life is in reach. As I speak to so many callers to my Safe ...
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 ...
10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
March 23, 2022
Need a reason to add an annuity to your retirement portfolio? Here are 10.Annuities aren’t for everyone; you ...
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 ...
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 ...
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 ...
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 ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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