New Year, New (Financial) Me

If you’re anything like us, you have a healthy dose of cynicism when it comes to setting resolutions- how often do you start out the year with the best of intentions only to fall back into old habits by January 15th?

That’s why Kennedy Financial Group is encouraging you to start off the year by making a financial resolution to start the year strong with these actionable steps.

CLICK HERE TO DOWNLOAD OUR NEW YEAR FINANCIAL CHECKLIST

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Advisors associated with Kennedy Financial Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA / SIPC, and investment advisor representatives of HighPoint Advisor Group; or (2) solely investment advisor representatives of HighPoint Advisor Group, and not affiliated with LPL Financial.

Investment advice offered through HighPoint Advisor Group, a registered investment advisor.

HighPoint Advisor Group and Kennedy Financial Group are separate entities from LPL Financial. The content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.