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 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
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
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
