Jeff Kennedy
Kennedy Advisory Group
Articles
What's The Secret To Retiring Successfully? Start Early.
September 12, 2022
"The best time to start planning your retirement is probably the day you get your first ...
Are You Concerned You Will Run Out Of Money In Retirement
September 6, 2022
"Most retiree accounts are woefully underfunded. Instead of withdrawing 4% to retire comfortably, you may have ...
Will You Benefit Having An Annuity When You Retire?
August 19, 2022
“Annuities aren’t suitable for everyone. But those looking for guaranteed lifetime income without market risk might ...
Have You Planned For The Financial And Emotional Impact Of Caring For Your Parents?
November 17, 2021
"It can be wonderful to grow old with your parents. However, you'll need strategic planning to ...
What Is Capital Preservation, And How Can You Achieve It?
September 25, 2021
"If you're approaching retirement and have a low risk tolerance, a capital preservation strategy may be ...
10,000 Baby Boomers Retire Each Day
January 30, 2021
10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...
A Compelling Story: Fixed Index Annuities
July 21, 2020
How would you like to play poker where the casino told you they would guarantee you ...
A Gold Watch And Lifetime Income
March 7, 2019
Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...
A La Carte Planning Don't Be A Victim
March 26, 2023
A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...
A New Idea That Has Been With Us For Over 200 Years
August 14, 2019
“Only money left over after paying taxes can be spent. For the average person in the ...
A New Identity in Your Golden Years
November 28, 2023
Retirement marks a significant milestone, anticipated as a time of freedom and enjoyment. Yet, it can ...
A New Year, A New You
January 10, 2024
Embracing Positivity With Smarter Finances As the confetti settles and the calendar flips to "2024," a ...
A Retirement Income Trifecta
May 9, 2022
The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...
A Simple And Successful Approach For Your Nest Egg
September 25, 2022
In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...
A Time To Give Thanks
November 3, 2021
As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...
Annuities Are A Logical Solution For Longevity Risk
October 14, 2021
"Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic ...
Annuity Lie: You Die and the Insurance Company Profits
November 17, 2021
Why lie about annuity benefits? If you buy an annuity and die, the insurance company keeps ...
Annuity Lies Rebutted
May 24, 2019
Watch out for the Fake News and those who spread it I know that many ...
Annuity Payout Options: What You Need to Know
October 15, 2020
"If you are preparing to purchase an annuity, you will need to decide when you want ...
Are You A Woman Worried About Money?
November 4, 2020
Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed ...
Jeff Kennedy
Kennedy Advisory Group
3109 Woodcliff Cr.
Birmingham, Alabama 35243
jeff.kennedy@retirevillage.com
(205) 222-2487
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