Just because you have a lot of money doesn’t mean you automatically know how best to manage it, and that’s okay — that’s what we’re here to help you with at Kennedy Wealth Management, LLC. As you edge ever closer to the ripe age of retirement, it’s important to have all your ducks in a row so that you can enjoy the rest of your life without ever having to stress out about finances again.

That’s why it’s important to seek out a financial adviser. For years, our professional team has been helping the people of the Northridge, California area to set themselves up for a solid future that won’t leave them wanting. Contact Kennedy Wealth Management today!

  1. 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

  2. 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

  3. 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

  4. 3 Practical Tips for Saving Money

    As financial experts who have helped countless clients to make wise choices regarding their retirement income planning, we have a thing or two to say about saving money. There are all kinds of habits you can form that will help you to save, providing for a bright future where your stresses will be m…Read More

  5. Tax Planning Tips

    It might seem like it’s a little early to reduce your 2017 taxes, but we think it’s never too early to start thinking ahead. The best choice is to meet with a tax advisor to make sure you are making the right choices, but we have some things to share with you for you to consider before it’s ti…Read More

  6. Top Tips for Mastering Your Money

    Let’s say that you have a budget that you stick to pretty well. You have a savings account. You even put money into your 401 k each month! These are all wonderful steps to take in order to stay on top of your finances, but not many people know the more in-depth tips and tricks to feel financially …Read More

  7. When to Hire a Financial Adviser

    You may be unsure about hiring a financial advisor to guide you, and we entirely understand. Many people are concerned that a financial planner will only try to sell them items and packages that they do not need. While some may do this, finding a good financial advisor isn’t as hard as you may thi…Read More