Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
You can search for articles and topics below:
Are You Taking Your Financial Supplements?
It’s just as important that we take preventative measures for our finances like we do our health. What are financial supplements?
Are Guarantees Enough?
Guarantees may have a place in a retiree’s plan, but they may not. Proceed with caution, proceed with a plan, and proceed with a Life Planner.
What is Your Money For?
Money is never really about building more money – even when greed is involved. It’s about the utility of that money. We look at it for what it is instead of what it is for.
Will You Flunk Retirement?
Planning for retirement has never been just about the money. It’s about having, and taking, the time to bring a fullness to your life.
Should I Be Giving My Kids Money?
There is nothing wrong with wanting to help your loved ones financially, but there are a few questions you have to ask yourself first.
Fiduciary Roles of a Retirement Plan
With retirement plans, there are two types of fiduciaries. Do you know what they are and how they impact your business or farm and ranch?
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!
How Bad Will Inflation Effect My Retirement?
Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. Will you run the risk of running out of money in retirement?
5 Tax Matters You Need to Know About
Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of.
Contact Kennedy Financial Services:
Phone: (254) 629-3863 | Online: www.kennedy-financial.com
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.