The Life Planning 101 Podcast

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.

Why NOT to Buy Life Insurance

If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What if something happened today that left you uninsurable for the rest of your life? Can you foresee a point in your life that your loved ones would be financially crippled because you didn’t have life insurance?

6 Things You Probably Didn't Know About Life Insurance

Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly have and if it will be there when your family really needs it?

A Lifetime Tool

September is life insurance awareness month. We recommend talking to a financial expert that knows the rightquestions to ask to assure the correct steps are made to protect those you care about.

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.

An Unexpected College Planning Tool

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.

Investing is Black & White

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.

Saving for Your Grandchildren

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?

Summer Tax Planning

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?

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.