Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Do You Cut and Paste Your Money Decisions?
It is easy to use Google for answers, but people often search for information that confirms a preconceived answer they already want to believe, rather than what they actually need.
Prioritize Your Dollars
Imagine you had a magic wand. You could wipe the slate clean and rebuild your financial life from scratch. One simple question: What do you value most? Chances are, your answer has nothing to do with money.
Financial Fitness
Getting in financial shape isn’t a one-week challenge. It’s not a 30-day cleanse. It’s more like training for a marathon. Financial health doesn’t happen by accident. It happens by decision.
Estate Planning Lessons from Celebrity Mistakes
The biggest mistake people make, including celebrities, is not doing any estate planning at all. Without a plan, the administration of your estate is left to chance, leading to potential complications and disputes among heirs.
Caring for Others Without Losing Yourself
Today, nearly 63 million Americans serve as caregivers, and most provide that care unpaid. Many find themselves balancing the needs of their children while caring for aging parents, creating what is often called the “Sandwich Generation.” How do you balance all of this?
The 5 Most Common Mistakes in Retirement Planning
Retirement is one of the most significant life transitions you’ll ever make. You may spend more years in retirement than you did working—and that reality demands careful, intentional planning.
The Secret Sauce to Investing
When it comes to investing, everyone is looking for the secret sauce. Investment decisions driven by fear or greed often lead to poor outcomes.
Year-End Tax Savings
As the end of the year approaches, it’s natural to reflect on our financial successes—and to look for smart ways to save on taxes. The clock is ticking, but here are five strategies you may want to consider before year-end.
Is Planning for Retirement Different Today in the Age of Artificial Intelligence?
AI promises convenience — and who doesn’t love the idea of an “Easy” button? But when it comes to retirement, that’s a dangerous mindset. Most people only get one chance to retire successfully — and stay retired successfully.
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Disclosure: Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.
