Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Cybersecurity Tips
Cyber-security is a year-round thing...not just around the holidays. A smart, proactive approach to security threats, could possibly save you in the end.
Discussing Finances Over the Holidays
As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth.
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?
Are CDs Just as Good as Investing in the Stock Market?
Do you have the patience to see the long-term economics through and let the markets do what they do…which historically has been climbing the wall of worries?
2024 Tax Numbers Are Out…and Ripe for Picking
The IRS announced inflation adjustments to more than 60 tax provisions for 2024. Although “inflation adjustments” may not sound like that big of a deal, it may have some low hanging fruit you don’t want to miss picking.
Should You Convert to a Roth IRA?
Your opportunity to convert your IRA may be the wisest move you ever make. It may not, but you won’t know until you ask. Let us help you take a look!
Two Reasons You Get Sued
There are an estimated 40 million lawsuits filed every year in the United States? Could you afford a lawsuit? Can you imagine the stress of getting sued?
How Bad Will Inflation Effect My Retirement?
Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. Will you run the risk of running out of money in retirement?
Why NOT to Buy Life Insurance
Maybe the one reason you wouldn’t need life insurance would be if you had the cash to pay for those issues that can arise. But even so, why pay full price when life insurance can do the same thing for pennies on the dollar?
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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.