Life Planning

Are You Helping or Hurting Your Children When You Support Them Financially?

Being a parent is tough. It is your instinct to love your children unconditionally, support them in whatever they need, and protect them in any way you can. You put them before you. But helping them doesn’t always help them.

Money Doesn't Have to Be Complicated

Money oftentimes brings out the extreme in people. Let us help you make it simple today so you can live Life on purpose!

Estate Planning Isn't Just for Your Kids - It's for Your Spouse

There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.

Top 5 Mistakes Business Owners Make

Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.

Family Support Checklist

Recently, we were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.

Health Savings Account - The Best Kept Secret

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

Live with Purpose

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.

Have You Outgrown Your Advisor?

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.

Identity Theft Prevention for the 21st Century

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.

Understanding Medicare

It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. And unfortunately, we cannot sum up in one article - or even two - how to choose the right plan for you. This is a task that really needs to be coordinated with your entire life plan. But what we can do is help you understand the system so that the task is not so daunting.

Rejuvenation in June

Hall of Fame Dallas Cowboy Roger Staubach one said: "There are no traffic jams along the extra mile." Are you up for the Greatness Challenge? Check out this week's episode to find out more info.

The Responsibility Club

With around 80 million Baby Boomers in retirement or entering retirement, it doesn’t matter if you are one of them or part of Generation X, you might not be able to obtain the same pensions and government benefits your parents enjoyed, thereby placing a much larger burden on your own children and bringing them into the same club.