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  • Our Founder
  • Our Expertise
    • Retirement Income Planning
    • 401(K) & IRA Pension Rollover Strategy
    • Long Term Care & Life Insurance Planning
    • Wealth Transfer, Estate Planning & Charitable Gifting
    • Investment Management
    • Social Security Maximization
  • FAQs
  • KWM Media
  • KWM Spotlight

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  1. Top Retirement Planning Steps to Take Now

    If you have found yourself thinking about retirement lately, you aren’t alone. Many Americans of all ages are beginning to think into the future and plan for what their financial needs may be. With that in mind, what can you start doing today in order to prepare for your future retirement needs? W…Read More

  2. How To Make Up For Lost Retirement Planning Time

    Let’s be honest: not everyone is as diligent with their retirement planning as they’d like to be. With other seemingly pressing expenses to prioritize, squirreling away money for your retirement years might seem like the last thing you can do. While we cannot stress enough the importance of savi…Read More

  3. Retirement Plan Options For Small Business Owners

    In a recent past blog, we listed out some retirement planning tips for young entrepreneurs and small business owners. While many in the professional world are offered matching contribution plans for retirement by their employer, those who choose to start their own business at a young age don’t hav…Read More

  4. 401 k Introduction FAQs

    Regardless of whether you’re 25 or 52, retirement is closer than you think. While you may have been contributing to a 401 k plan for years, you might not be aware of everything that entails and what is happening to your money while it is in this account. There are a few questions that pop up from …Read More

  5. When is the Right Time to Plan for Retirement?

    Everyone thinks about retirement, from the 40-year-old who has had over 20 years in the workforce to the college graduate about to start their first full-time position. However, even though we all think about retiring, many people do not take action until they feel they absolutely must. When is righ…Read More

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Kennedy Wealth Management

Mark Kennedy, Kennedy Wealth Management LLC and Kennedy Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Any tax advice implied or offered is from the personal opinions of the website authors and should be confirmed by a competent attorney or tax professional. Insurance services offered by Kennedy Financial & Insurance Services Inc, CA Insurance Lic #OL71045

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