Retirement planning is both a financial and emotional process. It’s also something we talk about a lot at Kennedy Financial Group. But putting money aside now for a future date may be more meaningful to you if you have a good idea of what you’re saving for. Stuart L. Ritter, CFP®, Retirement Insights Leader at T. Rowe Price, walked us through how to visualize your ideal retirement and how to save with your specific goals in mind.
As the election quickly approaches, it is easy to look at the divide in our country and feel uneasy about both the state of the Union and the state of the financial markets. While it’s tempting to be swayed by the news and become convinced that “if ______ wins, this will mean the end of financial stability in this country”, we want to remind you- the four most dangerous words when it comes to watching the market are “this time it’s different.”
October is Estate Planning Awareness Month, and to help our clients make sure their estate plans are in order, we have asked Betsey Rubel, PLLC to share some estate planning basics.
Betsey Rubel is an attorney and owner of Elisabeth J. Rubel , a small law firm committed to providing expert legal services to Michigan families with integrity, personal attention, and excellent customer service.
It’s officially election season! Erik Britt, CFA, Senior Portfolio Specialist at Lord Abbett joined us to share how this election could impact your finances. While this may be a volatile time in history, he gave some actionable steps and things to consider to help you navigate this historic time.
It’s no secret that goal-setting can help better your physical health and productivity but, did you know that it can also help your mental health and your confidence?
Goal setting is easy. Goal achieving, however? Not quite as simple.
Last winter, Nicole, Kennedy Financial Group’s Operations Director, and I learned this the hard way. We signed up for an intense eight week long weight lifting program. As we went into the challenge, we felt nervous but confident. As the weeks passed, our emotions and resolve wavered. But, we finished out the eight weeks and felt so proud of ourselves. As we went along, we learned some valuable lessons regarding goal setting vs. goal achieving. Dave Ramsey’s EntreLeadership program also shared some helpful tips. As we go through our 100 Days Challenge, we are trying to keep these lessons top of mind.
Healthcare is a daunting but important topic. And, with open enrollment quickly approaching, for many people it is top of mind. Because of this, Brandon sat down with Mike Butler, Insurance Agent at Rick Young Insurance.
At Kennedy Financial Group, we believe that emotional/spiritual, physical and financial wellness are all intrinsically entwined- as a matter of fact, science has proven it! The better you feel about your emotional and physical health, the more likely your financial life will fall into place and vice versa. We want you to be able to live with purpose and, goal setting plays a huge role in this.
When you’re single and managing your money and finances on your own; it’s pretty simple. You alone are responsible for your decisions and can make the changes that you see fit to your plan. All of that changes when you get married.
Social Security has a tendency to be about as clear as mud. Thankfully, Brandon recently sat down with Karen Ireland, Business Development Consultant at MFS, to shed some light on this important but, often very confusing, topic.