Jeff Kennedy

Kennedy Advisory Group

Articles

Understand Your Social Security Survivorship Benefits

March 21, 2022

Understand Your Social Security Survivorship BenefitsWhile painful for most of us to contemplate, death is nonetheless ...

Read more >

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 ...

Read more >

Earn 10% Plus With An Annuity?

February 23, 2022

Watch out for bait and switch with annuity yields Annuities are not that type of high-yield investments ...

Read more >

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 ...

Read more >

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 >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

Sequence Of Returns Risk

March 23, 2022

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

Read more >

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 ...

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 >

What Are Annuities?

March 21, 2022

What Are Annuities?In its simplest definition, an annuity is a written contract between the annuity owner ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

It’s Time to Review Your Life Insurance

March 23, 2022

Why You Should Review Your Insurance Regularly"Life events can have a massive impact on your financial ...

Read more >

Women Focused Financial Planning

March 21, 2022

Women-Focused Financial PlanningMany women, especially those in their 60s and 70s, grew up with the idea that ...

Read more >

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 ...

Read more >

Look Out For The Falling Stock Market

March 25, 2022

Remember, years ago when dad went to work at the company, he received a livable wage, ...

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!