February 3rd, 2012
Here we go! Leap Year: the year we add February 29th to our calendar —a full extra 24 hours. How are you going to spend it? If you have ever watched the movie City Slickers, you may recall Curly telling Mitch (Billy Crystal’s character) that the secret to life is “one thing.” When Mitch asks [...]
January 27th, 2012
I recently read an article offering a few statistics from the U.S. Department of Agriculture and one in particular caught my eye: Did you know that the median age of a farm operator in the U.S. is 57?! At age 57, every farmer or rancher should be considering – or have already considered – how [...]
January 20th, 2012
After one of our “Retirement Directions” classes a few years back, a gentleman walked up and started telling us about his retirement goals. He had a lot of pride in the fact that he had thought out his life in retirement with such detail. He spoke of moving to the Colorado and living in the [...]
January 13th, 2012
Recently one of the coaching groups I take part in sent an email encouraging me too take the time to write out a bucket list. To put my thoughts on the right track, they provided a sample of “101 Things to Do before You Die.” I found it awe inspiring to read the thoughts of [...]
January 6th, 2012
A recent speaker told a story that I think most of us can relate to: Whenever I get in the car, I have a driving companion named Tom. He warns me in advance and reminds me just before a turn comes. Even if I make a wrong turn, Tom patiently tells me to turn around [...]
December 30th, 2011
Wow! Where did 2011 go? In January every year we sit down as a team and solidify our goals for the year. This year we set out to make it the best year we have ever had at Kennedy Financial. And although this statement is very broad, in many aspects we did! I know it [...]
December 23rd, 2011
If you are already retired or approaching retirement in the near future, I bet one or more of these questions have crossed your mind: What comes next? What comes after being very successful? Where can I put my time to good use? How can I have an impact for the next 20, 30 or 40 [...]
November 23rd, 2011
Have you planned for the possibility that your disabled family member might outlive you? It is difficult to consider your family member without you, but you must consider what will happen after you are gone. To help you get on the right track, here are three issues to focus on: #1…Location…Not only is it important [...]
November 18th, 2011
If you are concerned about the financial health of your children, don’t feel alone. According an August 2011 survey, one of the biggest financial concerns of affluent Americans is teaching their children about financial responsibility.1. The question is, ‘Where do you start?’ So to help out, we have compiled 5 things you can share with [...]
November 9th, 2011
by Angela Kennedy Robinson Over the last 20 years or so, we have heard and seen horror story after horror story that only serve to emphasize that end of life planning is critical: the children’s story of not being able to obtain their parents’ wedding rings from a 2nd husband, a court appointed power of [...]