Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Separation in Preparation
Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you!
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.
Cybersecurity Tips
Cyber-security is a year-round thing...not just around the holidays. A smart, proactive approach to security threats, could possibly save you in the end.
Discussing Finances Over the Holidays
As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth.
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?
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?
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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.