Blog
As a financial advisor and owner of Kennedy Financial Network, it's my goal to not only manage your investments and guide your financial path, it's my goal to help you maximize your financial potential so that you can live your best life. We do that by illuminating and engendering good financial habits as a whole. Each month we'll explore a theme that will highlight important topics that will hopefully broaden your knowledge and sense of mastery so that day-to-day decisions contribute in big and small ways to your success. If there's a topic you'd like to see covered, don't hesitate to make a request. If you'd find it interesting and valuable, surely someone else will too!
Max Out Your Retirement Contributions
Making the maximum contributions to your retirement accounts allows you to save as much as you can before you get to retirement age. The sooner you begin saving, the sooner you can retire. The years fly by before you know it.
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Social Security: How Are My Benefits Calculated?
Social security rules can seem as confusing and overwhelming as the tax code, but you don't have to navigate it alone. There are some basic concepts that can get us started. Your Social Security benefit amount is based on your work...
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Women: Are you setting aside enough?
I've rarely met a woman who hasn't worried that her money will run out in retirement. It's a valid concern and one, as a financial advisor, that I help my clients address. Women have an even greater need than men to begin saving as...
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Tax Strategies
We're in the thick of tax season! While you might prefer beach season or snuggle up with a good book season, taxes are likely on your to-do list. There are a few things to keep in mind. More people than ever are working from home...
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How Long to Keep Important Documents?
It can be hard to know which documents to keep and which ones to toss out. Should you hang onto every bank statement or grocery store receipt? The paper piles, I mean files, can get overwhelming... Here’s a suggested timeline...
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In Case of Emergency: Storing Documents
No one wants to think about what happens when they're gone. It's natural to push it aside. Yet, 2020 has given us a vivid, stark window into the "life can change on a dime" perspective. If you were to pass away or become incapacitated...
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