Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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What Happens to Your Digital Assets When Something Happens to You?
Technology — which makes our daily lives easier — has the potential to make things incredibly challenging for our loved ones, should something ever happen to us.
Money Ideas No One Thinks Possible
We’re celebrating our 15th year of publishing articles and sharing some of our 70+ years of combined experience. So, here a few of our favorite money ideas we have advised on that even experts didn’t know existed.
Stress - Financial, Business, Life?
The irony of stress is realizing it isn’t good for you, then stressing about being stressed. The busier you are and the more success issues you have, the harder this tends to get. All of that stress you have may be for nothing.
How Much is a Million Dollars Really Worth?
Too often we see people carried away by these “new money” emotions. And then they are shocked to learn that what is left after they do a little spending won’t provide what they need it to do.
Preventative Financial Care
Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. Read our short article to learn more.
Long-Term Care Insurance
Have you considered long-term care planning as a chapter in your estate plan? Is it worth giving up ½ of 1% of the return on your estate to protect your estate?
Finding Peace in Turbulent Times
The truth is that we do live in interesting times. It is also true that no one or one thing can bring you peace but yourself. Find your horizon and don’t lose sight of it.
Top 5 Retirement Books
Too many people enter retirement unprepared. Don’t let that be you. Here are the top five must reads to help you start practicing your retirement.
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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.