Articles By Jeff Kennedy

Jeff works the old fashioned way that he started off working 45 years ago. He will come to your house and sit down with you and your spouse, around the kitchen table and review your situation in detail. There is no charge for this consultation and he only ask that if you like his ideas and suggestions and he offers products and services that would work for you, that you do business with him and refer him to your friends and associates. Fair enough? If so, give Jeff a call for a no obligation consultation.
September 12, 2022

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“The best time to start planning your retirement is probably the day you get your first paycheck.” Jeff Kennedy If you’re like most people, planning retirement when you believe you. . .

September 5, 2022

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“Most retiree accounts are woefully underfunded. Instead of withdrawing 4% to retire comfortably, you may have to reduce that to 3% or less.” Jeff Kennedy For various reasons, some people. . .

August 19, 2022

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“Annuities aren’t suitable for everyone.  But those looking for guaranteed lifetime income without market risk might want to consider them.”- Jeff Kennedy Annuities are the only financial vehicle that gives. . .

November 16, 2021

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“It can be wonderful to grow old with your parents. However, you’ll need strategic planning to ensure that caring for aging relatives doesn’t drain your emotional and financial resources.” –Jeff. . .

September 25, 2021

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“If you’re approaching retirement and have a low risk tolerance, a capital preservation strategy may be your best option.”- Jeff Kennedy People who are approaching retirement or are already retired. . .

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