Jeff Kennedy
Kennedy Advisory Group
Articles
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 ...
Outsource Your Concentrated Risk To A Risk Bearer
March 23, 2022
Outsource Your Concentrated Risk To A Risk Bearer Coffee futures have dropped 18.35% in value; if you ...
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 ...
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 ...
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 ...
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 ...
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 ...
Annuities Dirty Little Secret: Number 1
May 7, 2023
Annuity secrets will tell you the truth about annuities You have probably seen this ad: “Invest in an ...
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 ...
Are US Treasuries A Smart Bet For You?
March 23, 2022
Are US Treasuries A Smart Bet For You?US Treasuries are the safest possible place to invest ...
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 ...
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 ...
What is tax-loss harvesting and will it work for you?
March 21, 2022
“For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains ...
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 ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
Is too much derisking of your retirement fund a good idea?
March 21, 2022
Is too much "de-risking" a good idea? "If you are thinking about rolling your 401k into an ...
The Times They Are A Changin For Annuities
March 23, 2022
The Times They Are A Changin For AnnuitiesI remember the early years in Olympia, Washington, learning ...
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 ...
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 ...
What Happens To Bonds and Annuities If Interest Rates Rise
February 23, 2022
What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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