The Life Planning 101 Podcast

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.

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

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.

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.

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.

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?

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?

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 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.

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.

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.

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.