Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Saving for Retirement - A Different Take on Discipline
Most Americans are working towards the stage of financial freedom commonly called retirement. This week we share what could possibly be the most important strategy you can have in retirement.
5 Myths About Life Insurance
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. Here are 5 myths about life insurance.
Arriving at Your Destination
What is your life goal? Is it happiness? Is it to make a difference? Take the time to create your roadmap today so you may live LIFE on purpose!
Investment Advice for the Times
Most of us desire our portfolios to stand the test of time – will yours? This week we share 10 pieces of financial wisdom from successful individuals.
Is Your Life Insurance Like a Bad Mattress?
Don’t shop for life insurance like it’s a mattress. Cut open the policy and look at all the what-ifs and worst case scenarios inside before you buy. We’re here to help.
Do You Have an I Love You Plan?
Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know?
When Should I Take My Social Security?
Are you or your spouse nearing retirement? Here are some of the factors that could come into play with how to maximize not just your benefits, but your entire retirement.
Estate Planning Isn’t Just for Kids - It’s for Your Spouse
There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.
The Retirement Nightmare
It doesn’t matter if you’re retired or just thinking about retiring…the fear of running out of money in retirement can turn your retirement dream into a nightmare.
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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.