Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Why NOT to Buy Life Insurance
Maybe the one reason you wouldn’t need life insurance would be if you had the cash to pay for those issues that can arise. But even so, why pay full price when life insurance can do the same thing for pennies on the dollar?
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.
Are Your Assets Protected?
What good is all the hard work it took to build your success if you don’t take the time to protect it? Here are some of the most common issues we see.
Have You Outgrown Your Advisor?
I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.
HSA - The Ultimate Tax Benefit You May Be Using Wrong
Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings Accounts.
529s - You Have More Options Now
Thanks to legislation enacted over the past 5 years, you have more options now when it comes to 529 plans. Here are some gems you may not know about.
Too Much Information
There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.
What is Your Relationship with Money?
Allow yourself to live LIFE on purpose. Remember, life isn’t about money, it's about living. Learn to control your money so it doesn’t control you.
My Farm & Ranch: Transitioning & Retirement Planning
If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach”.
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.