March 3rd, 2010
This is the stuff they should teach you in high school... but don't. Once you reach 18 years of age, you need to obtain the basic legal documents. It is astonishing how many individuals and families we meet without a single legal document. Most people think of dying or preparing to die when they hear "legal documents." And at 18 - or almost any age - most of us don't…
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February 25th, 2010
The first thought that comes to your mind is most likely "Sure it is." We need X amount of dollars to live off of for the rest of our lives. And we want to fund our grandchildren's education. And we want to give back to our community. All of that involves a dollar amount.
And you are right: money is the tool that allows you to achieve your retirement goals. Yet…
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February 25th, 2010
Are you taking advantage of the opportunities the super-wealthy utilize to minimize the taxes you owe? Did you know that it is possible to save more, reduce taxes and minimize risk by having a well-coordinated financial road map? At Kennedy Financial Services, we help coordinate tax issues in our clients’ Life Plan to help manage unforeseen downturns and build wealth.
We can help clients reach with tools and strategies to potentially…
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February 25th, 2010
Some questions to consider:
- Do you know the difference between “good” and “bad” debt?
- Did you know that “good” debt can help you make money?
- Do you know what types of debt you should avoid?
Let’s face it: debt is a sensitive subject. Most of us have felt overwhelmed by debt at some point in our life. In fact, some of us have felt so trapped by bad debt we have a phobia of…
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February 25th, 2010
Everyone thinks about what they hope to leave behind for their loved ones but do not realize that professional guidance can help them protect and maximize their estate and legacy. The team at Kennedy Financial Services strives to help clients achieve their estate planning objectives and give their family the gift of continued guidance.
Estate and legacy planning covers vital concerns, such as:
- Trust Planning
- Executor/Trustee Planning
- Legal Document Planning
- Protecting your Assets
- How to
February 25th, 2010
Some questions to consider:
- Is your portfolio sitting stagnant?
- Are you diversifying your portfolio with alternative investments?
- Do you have a disciplined process to help you buy low, sell high and rebalance?
- Do you have a plan for the occurrence of another bear market, or will you have to dip into your principle for income?
- Are your investments in line with your objectives and your risk tolerance?
If those questions are difficult to answer, you are…
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February 25th, 2010
Insurance is like Swiss cheese. It is not a matter of whether or not there are holes; it is a matter of how many holes there are. Many people do not even know what the policies do or do not cover, and chances are the insured believes the policy to be much more comprehensive than it actually is. At Kennedy Financial Services, we help clients sort out the web of…
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February 25th, 2010
Many families struggle through the demands of life to only discover much too late that their funds could have gone further if they had proactively planned for the unexpected. At Kennedy Financial Services, we specialize in helping every household navigate the complex and all encompassing issues surrounding family support issues, including:
- Saving for a Child’s Education
- Aiding Parents with Long-term Care Needs
- Support of Adult Children Financially
- Support of Extended Family Financially
- Aiding Family Members
February 25th, 2010
Did you know that giving to your favorite charity could make a significant impact on your taxes or estate plan beyond the satisfaction of knowing you made a difference? Kennedy Financial Services specializes in helping clients identify what they hope to accomplish before implementing a life plan that incorporates tactical solutions to meet those needs.
Did you know...
- You don't have to be dead to leave your estate to a charity.
- Charitable gifting
February 25th, 2010
Many spend an entire life building a successful business but fail to have a Business Succession Plan in place, putting their family in jeopardy. According to the Austin Family Business Program of Oregon State University, fewer than 30% of family business owners have succession plans. Most business owners fail to realize that it is one of the most important concerns they face, and should be in place for the life…
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