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…Read More
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 h…Read More
If you’re here on our website right now, reading this blog, it’s likely that you’re seeking financial advice one way or the other. That is, after all, what we do at Kennedy Wealth Management. While there are plenty of reasons for financially secure people to seek wealth management strategies, …Read More
When it comes to planning your retirement income, it’s incredibly important to consider the social security benefits you’ll be earning. Unfortunately, it’s not as cut and dry as just relying on a given number — the amount of your social security benefits are determined by a number of factors…Read More
At Kennedy Wealth Management, LLC, we have helped countless clients prepare financially for their retirement years. When you’re young and working, this should absolutely be a priority for you if you want to build a future where you can spend the final portion of your life in happiness and relaxati…Read More
Retirement income planning isn’t like learning basic addition, riding a bike, or learning how to swim. These are all skills that are learned by virtually everyone at a young age, and once internalized, they are not forgotten. You’d be hard pressed to find an adult that couldn’t do those things…Read More
When it comes to saving your money and preparing for your future, you can never be too educated or prepared. Every piece of knowledge, action, and discipline is important in creating money-saving habits, and forming a paradigm in which you’re always looking past tomorrow. One of the best ways to k…Read More
One thing we always talk about here at Kennedy Wealth Management is retirement income planning. We’re always thinking about how we can help people save money, how they can save over the years, how they can leverage their assets to provide a good future, and so on. But one topic that could certainl…Read More
Welcome to part two of our blog series about important retirement questions that can affect your financial planning! In the last post, we explored two important retirement decisions — moving and lifestyle. In this post, we’ll take a look at just one post-retirement expense, but a big one — tra…Read More
When it comes to your retirement income planning, the numbers and minutia vary wildly from person to person. While it would be nice if there wasn’t any complexity in planning for retirement, the truth is that there are abundant factors that will have a bearing on your overall plan. Two people who …Read More
