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Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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

Inflation and Your Portfolio

Inflation and Your Portfolio

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

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

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