Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Tax Reform Sunset
It’s important to note that there were only a few things that were made permanent with tax reform. What does this mean for you?
Facing Inflation
Everything is so expensive! Can you still afford to retire? The risk that inflation puts on your retirement is real. The longer you ignore it or procrastinate planning for it, the less options you will have to fight it.
College Saving Options
What is the best vehicle to save for college/education? There are several options available and we go over a few in this article. Saving for higher education can be complicated, let us help you sort through your options.
10 Questions Every Investor Needs to Ask
To help you uncomplicate matters when it comes to investing, we have created a list of ten questions every investor should be asking.
Finding Money to Save
In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt. Here are a few ideas to possibly help you save money for retirement.
Working with Wisdom
Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain.
No Time to Die
Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need our attention.
A Family Business is Still a Business
It doesn’t matter whether you own a Mom-and-Pop shop or a Fortune 500 company. When you have a family business, you need to keep your business what it is – a business.
How is Your Financial Health?
Every motion you make, whether with purpose or not, is compounding toward or away from a Life lived on purpose. Your financial health should be a priority today.
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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.