1. retirement planning

    5 Retirement Planning Tricks You Should Be Doing In Your 20s

    At Kennedy Wealth Management, we provide a variety of financial advising services to folks in Southern California, but our biggest focus by far is retirement income planning. We believe that everybody deserves the right to spend the last few decades of their life in carefree happiness, and we’re h…Read More

  2. debt planning

    5 Ways to Deal With Debt Stress

    If you’re here on our website right now, reading this blog, it’s likely that you’re seeking financial advice one way or the other. That is, after all, what we do at Kennedy Wealth Management. While there are plenty of reasons for financially secure people to seek wealth management strategies, …Read More

  3. How to Teach Retirement Income Planning to Your Kids

    Retirement income planning isn’t like learning basic addition, riding a bike, or learning how to swim. These are all skills that are learned by virtually everyone at a young age, and once internalized, they are not forgotten. You’d be hard pressed to find an adult that couldn’t do those things…Read More

  4. 5 Movies With Great Financial Lessons

    As financial experts in the Southern California area, we know a lot about money, and we’ve talked to all kinds of people who wield vast fortunes, and many others who have almost nothing to their name. But regardless of where you are financially, there’s one thing that most people have in common …Read More

  5. How To Save Money On Estate Planning

    Just like retirement planning itself, estate planning can be a complicated endeavor. This could be one reason many older Americans are reluctant to avoid or put off this process as long as possible. Another reason people avoid them is because they can be costly. If you’ve accumulated a lot of weal…Read More

  6. Tax-Efficient Charitable Giving Tips You Need To Know

    There are few things in this world that can provide more joy and fulfillment than giving to a charitable cause. When you give to a cause that you care about, you feel that you’ve been able to play your part in making the world a better place for everyone. However, the other side of this is that yo…Read More