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The Power of Compound Interest Should You Invest in Exchange Traded Funds? Where Is the Market Headed?

Welcome to Kennedy Wealth Group!

Jeff Kennedy | Kennedy Wealth Group

Kennedy Wealth Group is a comprehensive, relationship oriented services firm providing custom financial strategies. Founded by Jeff Kennedy, a former U.S. Navy fighter pilot, our firm fights to protect your financial future and the legacy you’ll leave behind. We are a team of dedicated financial professionals who are with you every step of the way, helping to guide you on your path to financial freedom.

"As a Navy fighter pilot, I fought to protect our country. Today, as a financial advisor, my mission is to protect your financial future and the legacy you'll leave behind."
- Jeff Kennedy

Our mission is to help you achieve your financial goals and objectives by integrating all areas of proper planning including: growth, protection, and income planning, with consideration for the tax and legal consequences. Our Legacy Living Financial StrategiesTM help you take control of your wealth and make informed, confident financial decisions.

 

Helpful Content

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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