Health Savings Account - The Best Kept Secret

September 5, 2017

Since health savings accounts (HSAs) became available in 2004, we have found that very few people really understand their power.

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Live with Purpose

August 29, 2017

What is your purpose? Is it leading? Is it serving? Is it being a good parent, grandparent or teacher? Is it giving back? Is it simply being a good friend? Or encouraging? None of these are destinations, but all of them build a legacy your family will be proud of.

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An Unexpected College Planning Tool

August 22, 2017

The college experience is simply not was it was when most of you were attending - and it continues to evolve. When beginning your conversations about planning for higher education expenses, it is crucial to identify the most important aspects of your child or grandchild’s unique situation.

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Investing is Black & White

August 15, 2017

This week we sit down and interview our in-house CFA, Aaron Kennedy. He explains why we do what we do when it comes to investing.

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Saving for Your Grandchildren

August 8, 2017

What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will have some day? Or is it a gift of wisdom that you wish to impart?

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Summer Tax Planning

August 1, 2017

What if taking a little time today to do some tax planning was able to save you half of what you owe for the remaining five months of the year? Would it be worth it?

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Have You Outgrown Your Advisor?

July 25, 2017

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

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Identity Theft Prevention for the 21st Century

July 18, 2017

Identity theft doesn’t have to claim another victim. At Kennedy Financial Services, we strive to offer the best services and practices for our clients so they can continue living life on purpose. We continue to stand vigilant so that your information and well-being is always protected. Please take these steps to ensure that your identity is never compromised.

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Considering Investment Risk

July 10, 2017

The Dow hit another all-time high last week! Should you be celebrating… or worried? The market highs of last week will eventually be just a blip in history. Focus on the long-term—and your future.

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Creating Financial Windfalls

July 5, 2017

Would You Like a Financial Windfall? We all would! The good news is you can create one. Remember...Watch your pennies and your dollars will be there.

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