The Life Planning 101 Podcast

Too Much Information

There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.

Money Well Spent...or Saved

Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.

Risk Management

The base, or foundation, of your Life Planning Pyramid consists of the measures you take to protect everything you build in life: your emergency savings, your legal documents, and your risk management plan. Today we want to focus on the risk management piece which includes your insurances.

Debt - The Good...The Bad...The Ugly

“Debt” The word alone makes most people cringe. After all, at some point in our life most of us have felt overwhelmed by debt. So how do we distinguish between the good, the bad and the ugly when it comes to debt?

Fear of Outliving Your Money

What choices do you need to make to mitigate the fear of running out of money? We commonly ask families these three questions when it comes to their financial plans.1. Could you? Could you make a few changes if you needed to?2. Would you? Would you actually make these changes?3. When? If so, when? Every year lost is lost to a year of worry. Is it worth it?

The Estate Tax Storm

There are tools still available to you which, if implemented, could possibly allow you to weather out the upcoming estate tax storms. It may be now or never to take action and set up a lasting low or even no tax legacy.

Did You Set A New Year's Resolution?

With the beginning of each new year, we set resolutions to set ourselves on a better, more productive path… but oftentimes after we set them, we become discouraged by them, forget about them and before you know it - it’s another New Year’s Eve and time for another set of resolutions. So what’s the point, right? Well, consider this single question and wrap your 2017 resolutions around your answer: “How do you want to be remembered when you are gone?” If you deeply consider this question, it has the ability to influence every facet of your life.

The Risk of Longevity

Is “Longevity” a Risk You Need to be Thinking About? Perhaps a question we need to start with is… What are the risks of “longevity?" Check out this week's podcast for more information. Remember today is the first day of the rest of your life. How long will that be? Don’t let longevity be the demise of your family.

ViaScan

We at Kennedy Financial Services care not only about your financial health, but your physical health as well. We had the privilege of having Dr. John Duncan, owner of ViaScan, speak at one of our luncheons and we were amazed by all the information he presented. Please visit their website www.123bodyscan.com for more information.
 

Avoid These 3 Most Common Pitfalls of Investing

When it comes to investing, you have one of two emotions working in you at all times: fear or greed. Unfortunately, when you let these manage your portfolio you will always trail the market. Check out our website to find out more: http://www.kennedy-financial.com/blog/avoid-these-3-most-common-pitfalls-of-investing

Saving for Retirement

In regards to your retirement planning, it's important to determine what you want your retirement to look like and set goals to achieve that reality. Here are some tips that could possibly help with your planning, so you can retire successfully and successfully stay retired.

Change is Certain

The old adage says that the only sure things in life are death and taxes…but there’s one other thing that’s pretty much a certainty. That certainty is change. Everything changes and successful people embrace change rather than fight it. In fact, the most successful people don’t wait for change to seek them out through accident or crisis – they are agents of change themselves.