Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Spring Cleaning Your Financial House
Even though you think you have everything in order and in its place, your finances won’t stay stagnant. This means your financial house gets messy without you even knowing it. Here are some tips for your financial spring cleaning.
Paying Taxes on Your Terms
Did you know you can often choose when to pay tax? By default, you can often choose how much you will pay. There is no trick. It is simply a result of understanding how taxes work for or against your situation.
89 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?
Is Your Retirement Portfolio Built to Last?
If two retirees both average 6.6% return over 30 years and take the same income in retirement, shouldn’t they both end up with the same amount of money? You may find the answer very surprising.
Family Disaster Planning
You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. If you want success, start with your heart.
Getting Back to Simplicity
As life goes on, it seems to become more and more complicated. You can keep living by default or choose to live Life on purpose.
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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.
