The Life Planning 101 Podcast

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.

The Gift of Giving

For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a significant role at this time of year.

Year End Tips

What should you get done before the end of the year? Here are the only 5 things you need on that list.

Why It Pays to Imagine the Worst

It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in their financial future and life plan so that they may enjoy “Living Life on Purpose.”

How Do You Measure Your Wealth?

If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? What about Spiritually? Mentally? Physically? Do you measure your wealth by the value of your assets or by your life's imprint?

Tax Savings Ideas

CPA Blake Briscoe is our special guest this week on our Life Planning 101 podcast. Blake discusses the changes in Fair Labor Exempt Wage threshold as well as some last minute tax savings ideas to watch out for. If you would like more information about Mr. Briscoe, you can check out his website: http://briscoecpa.com/

5 Ways President-Elect Donald Trump Could Move Markets

In this historic victory that shocked the political establishment and global financial markets alike, Donald J. Trump will become the 45th president of the United States. Here are 5 ways Trump could move markets.

Tips to Prevent a Marital Rift

In a recent study, 35% of people experiencing relationship stress said money was the primary reason. This could help explain why some experts say financial problems are the #1 reason marriages fail. Fortunately, couples may be able to head off many of the problems money can cause in a marriage. Here are 10 tips for married couples.