Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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The Must Have Money Talk
63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy?
A Giving Heart & a Skeptical Mind
It seems the more we are blessed with, the more we want to give. So is there a way to know if the money you give will be used the way you intended?
National Family Caregiver Month
We have a pandemic in this nation and I’m not talking about COVID. This pandemic is the escalating need for long-term healthcare and how ill prepared families are.
Gratitude Isn’t Always Easy
Our world is a mess, but the cleanup can start in each of us with a simple, random act of kindness. Let’s make a family challenge - What can we do to start a ripple effect of gratitude?
The Time Value of Success Issues
A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.
Social Security Increase and Taxes
Beginning January 2023, Social Security checks will increase a whopping 8.7%! This is great news, but beware! Uncle Sam may think it’s great news as well.
Who is Your Personal CFO?
Once you are successful, the next step is how do you keep it? Which is the job of a CFO. Who is going to help you keep and maximize your success?
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.
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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.