At Kennedy Wealth Management, retirement planning is the name of our game. We have helped more California clients than we can count with their retirement income plans, and among the many people we have served, there is almost always one commonality — people want help with their 401k. While a 401k …Read More
Do you think having a retirement income is overrated? Do you ever look at those poor suckers who are getting sunburnt in their hammocks on the beach, when they could be working a retail job at the age of 70? If you have zero interest in saving money and building a future for yourself in your elder y…Read More
As financial experts in the Southern California area, we know a lot about money, and we’ve talked to all kinds of people who wield vast fortunes, and many others who have almost nothing to their name. But regardless of where you are financially, there’s one thing that most people have in common …Read More
Just like retirement planning itself, estate planning can be a complicated endeavor. This could be one reason many older Americans are reluctant to avoid or put off this process as long as possible. Another reason people avoid them is because they can be costly. If you’ve accumulated a lot of weal…Read More
There are few things in this world that can provide more joy and fulfillment than giving to a charitable cause. When you give to a cause that you care about, you feel that you’ve been able to play your part in making the world a better place for everyone. However, the other side of this is that yo…Read More
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, divers…Read More
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 spea…Read More
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 t…Read More
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 t…Read More
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 m…Read More
