Jeff Kennedy
Kennedy Advisory Group
Articles
Should you put an annuity inside your IRA? The answer is a definite MAYBE.
February 22, 2022
An ongoing dispute among financial advisors concerns the question of whether it is ever a good ...
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 ...
Tax Loss Harvesting
March 21, 2022
What is tax-loss harvesting and will it work for you?“For many investors, tax-loss harvesting is one ...
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 ...
Medicare Reimbursements Shrink As Medical Costs Increase
March 23, 2022
If Medicare Reimbursements shrink, who pays the difference?As we age, we become less worried about paying ...
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 ...
Considering asset Splits to Maximize Your IRA for Maximum Opportunity
February 27, 2022
Split your IRA using annuities and keep accumulating How can a sixty-five-year-old person with $500,000 in an IRA earn ...
Can A Life Settlement Benefit You
March 21, 2022
What's a life settlement, and could you benefit from having one?"Older Americans don't know there may ...
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 ...
Bond Funds or Individual Bonds: Which Is Best for You?
March 21, 2022
There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...
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 ...
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 ...
The Float, Warren Buffett, Annuities and You
February 24, 2022
Understand how Warren Buffett uses float "Float" is defined as the time delay between a bank check being ...
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 ...
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 ...
Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages
March 21, 2022
Look before you leap when it comes to bond mutual funds.Bond funds are similar to stock ...
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 ...
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 ...
The Pros and Cons of Investing In and Owning Gold
March 21, 2022
The Pros and Cons of Investing In and Owning GoldThroughout history, gold has easily been the ...
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 ...
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!