Jeff Kennedy
Kennedy Advisory Group
Articles
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 ...
Should You Downsize When You Retire?
March 23, 2022
If you plan to sell your current home and move to a smaller one after retirement, ...
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 ...
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 ...
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 ...
Questions & Answers Regarding Probate
March 23, 2022
Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...
The Curtain Is Drawn Back On Bond Sales
March 23, 2022
The Curtain Is Drawn Back On Bond SalesIf you get the chance to see the movie “The ...
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 ...
Sequence Of Returns Risk
March 23, 2022
The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...
Trust: Use the Ronald Reagan Approach
March 21, 2022
Trust but verify The other night I saw a feature on the news about the lawsuit between ...
Give your children the gift of a lifetime, money management
March 21, 2022
Four Things Every Parent Should Teach Their Kids About Money“Want to give your grandkids a lifetime ...
Muni Bonds Generate Tax Free Interest - Or Do They?
March 21, 2022
Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...
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 ...
Making Retirement Savings Last
March 23, 2022
What is the number one worry for retirees?Not having enough money saved to last them in ...
Why Interest Rates Are Low And Will Stay That Way - Well at least for a while.
March 23, 2022
Why Interest Rates Are Low And Will Stay That Way Well, at least for a while.The ...
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 ...
Annuity Riders
February 9, 2022
Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...
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 ...
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 Modernize Life Insurance at Retirement Time
March 21, 2022
I can remember my dad buying a house in 1962 for $9,000.To make sure the mortgage ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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