Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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A Family Business is Still a Business
It doesn’t matter whether you own a Mom-and-Pop shop or a Fortune 500 company. When you have a family business, you need to keep your business what it is – a business.
Fiduciary Roles of a Retirement Plan
With retirement plans, there are two types of fiduciaries. Do you know what they are and how they impact your business or farm and ranch?
5 Tax Matters You Need to Know About
Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of.
Are Your Assets Protected?
What good is all the hard work it took to build your success if you don’t take the time to protect it? Here are some of the most common issues we see.
My Farm & Ranch: Transitioning & Retirement Planning
If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach”.
Are You Doing Everything You Can to Save Taxes?
Tax time and those payments to Uncle Sam are front and center and rapidly approaching. Let us help you map out your course for a potential lifetime of tax savings.
A Tax Nightmare for Your Business
Don’t leave your spouse or business partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.
Are You Planning for a Financial Drought?
Imagine spending your entire life building a business only to wake up at 63 and find it isn’t worth anything. Despite what most of us think, it could happen to any of us.
Contact Kennedy Financial Services:
Phone: (254) 629-3863 | Online: www.kennedy-financial.com
Disclosure: Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.