Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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90 Reasons Why Not to Invest in the Stock Market
The stock market has been a subject of debate for years, with various reasons for not investing. Some of the most common reasons include the Great Depression, economic struggles, etc. However, there is a good reason to invest in the stock market.
The Real 80/20 Rule
What 80/20 rule do you need to work on? Maybe there is more than one. Prioritize, get help, let us help. Just don’t sit and do nothing. 80% of 0 is ALWAYS 0!
Is Your IRA a Tax Nightmare?
Retirement planning and tax planning are complicated to say the least. Which is why we have a job. And your job is to have a plan, because no plan actually is a plan and could be your biggest nightmare.
Is Your Life Dehydrated?
What does it mean to you to live LIFE on purpose? Living LIFE on purpose is living by design. We are a nation that needs to get off our phones and stop watching the news. We need to get back to our roots and get re-hydrated.
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.
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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.