Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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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.
What Is Your Money Really Making - After Taxes and Inflation?
Ignoring taxes and inflation in financial planning is a mistake, as Uncle Sam and inflation can significantly erode investment gains.
Faith Over Fear
Opportunities are found more times than not during a crisis. Although we can’t rely on the financial markets to always do what they have done in the past, we know that buying low or buying fear, as Warren Buffet calls it, has proven to be a pretty successful strategy.
93 Reasons Why Not to Invest in the Stock Market
Emotionally and unconsciously, we are always thinking of reasons not to invest in the stock market. Is there fear today? Absolutely! Just think: What would Warren do?
90 Reasons Why Not to Invest in the Stock Market
The stock market has been a subject of debate for years, with various reasons for not investing. Some of the most common reasons include the Great Depression, economic struggles, etc. However, there is a good reason to invest in the stock market.
10 Questions Every Investor Needs to Ask
To help you uncomplicate matters when it comes to investing, we have created a list of ten questions every investor should be asking.
Are CDs Just as Good as Investing in the Stock Market?
Do you have the patience to see the long-term economics through and let the markets do what they do…which historically has been climbing the wall of worries?
Should You Convert to a Roth IRA?
Your opportunity to convert your IRA may be the wisest move you ever make. It may not, but you won’t know until you ask. Let us help you take a look!
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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.
