Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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How Do You Look at Your Money?
Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.
The Griever’s To-Do List
Planning is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of your wishes with confidence because you love them.
What Can You Delegate?
You can't delegate your time with family and friends. And you certainly can't delegate your relationship with God. You can't delegate being healthy. But as the book says, you don't have to sweat the small stuff either. Delegate it!
Rethinking Your Thinking
Make the decision to rethink your thinking and make sure that your future self won’t end up with any unacceptable regrets.
3 Rules for Simple Investing
Investing…Just the word can be intimidating. Here are three simple steps to start growing your future so you can to begin Living Life on Purpose!
Spring Cleaning Your Financial House
Even though you think you have everything in order and in its place, your finances won’t stay stagnant. This means your financial house gets messy without you even knowing it. Here are some tips for your financial spring cleaning.
Paying Taxes on Your Terms
Did you know you can often choose when to pay tax? By default, you can often choose how much you will pay. There is no trick. It is simply a result of understanding how taxes work for or against your situation.
89 Reasons Why Not to Invest in the Stock Market
Emotionally and unconsciously we are always thinking of reasons not to invest in the stock market. Is there fear today? Absolutely! Just think: What would Warren do?
Is Your Retirement Portfolio Built to Last?
If two retirees both average 6.6% return over 30 years and take the same income in retirement, shouldn’t they both end up with the same amount of money? You may find the answer very surprising.
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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.