WE WANT TO HELP YOU SLEEP COMFORTABLY AT NIGHT WITHOUT WORRY.
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…
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. The good news is that you…
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 relaxation. However, something a lot of…
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, but at Kennedy Wealth Management,…
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 — we all…
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 wealth and assets throughout your…
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…
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…
When it comes to personal finance, one of most professional services that is often overlooked is those of a financial investor or advisor. In fact, many people often believe that they do not have enough money to afford financial planning services and that they are only for those who are wealthy. In addition, some people…
It might seem like it’s a little early to reduce your 2017 taxes, but we think it’s never too early to start thinking ahead. The best choice is to meet with a tax advisor to make sure you are making the right choices, but we have some things to share with you for you to…
