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Estate planning might sound like something your parents or even grandparents need to worry about. However, contrary to popular belief, the earlier you begin outlining your future finances, the better off you’ll be — especially if you have a spouse or children. Whether you’re in your 20s or 30s, here are the top estate planning…
At Kennedy Wealth Management, we provide a variety of financial advising services to folks in Southern California, but our biggest focus by far is retirement income planning. We believe that everybody deserves the right to spend the last few decades of their life in carefree happiness, and we’re here to help them get there. But…
Let’s face it, nobody likes planning for retirement. It can be stressful and time-consuming, but it’s also one of the most important things you will do, especially if you still have a lot more that you want to accomplish in life. Like we’ve talked about in previous blogs, 401k planning, diversifying your investments, and diversifying…
If you’re like most Americans, you have a 401k. Whether or not it’s neglected or not is up for debate, but as we mentioned previously, there are ways to change how you handle your 401k you can always start treating it right. If you’re interested in creating a retirement portfolio that can speak for itself,…
Depending on your age, you might think of retirement as some far off notion that will, probably, eventually happen for you, or perhaps you feel the press of its expectations and the time looming on the horizon. Whatever your circumstances, it’s not impossible to create a valid retirement plan at this point in your life.…
As we all know (mostly because our moms told us), 401ks are the best retirement income planning method around. However, like most things in the investment world they’re shrouded in mystery and uncertainty. What’s the safest amount to put away? How do they work? What should my 401k look like by this age? How much…
As financial experts who have helped countless clients to make wise choices regarding their retirement income planning, we have a thing or two to say about saving money. There are all kinds of habits you can form that will help you to save, providing for a bright future where your stresses will be much lower…
At Kennedy Wealth Management, we sure do talk a lot about retirement income planning. Helping others to plan for their future is what we do, and because it can be such a complicated and difficult process, it’s important for everyone to get all the help they can when they’re making their plan. That’s why we’re…
There’s nothing that’s more important for your future than retirement income planning. When it comes to your retirement plan, you can’t afford to be left in the dark or led astray. A poorly built retirement plan will leave you penniless within years, forcing you to go back to work during the years that should be…
Unfortunately, planning for retirement isn’t nearly as easy as it should be. In an ideal world, you wouldn’t have to put much thought into saving and investing your money, but we live in a society where a well-built retirement plan is comprised of a multitude of different parts. 401k, IRAs, investments, taxes, and the time…
