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Kennedy Wealth Management
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  • Our Founder
  • Our Expertise
    • Retirement Income Planning
    • 401(K) & IRA Pension Rollover Strategy
    • Long Term Care & Life Insurance Planning
    • Wealth Transfer, Estate Planning & Charitable Gifting
    • Investment Management
    • Social Security Maximization
  • FAQs
  • KWM Media
  • KWM Spotlight

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  1. Great Things You Can Do in Retirement if You’ve Planned Well

    At Kennedy Wealth Management, we sure do talk a lot about retirement income planning. Helping others to plan for their future is what we do, and because it can be such a complicated and difficult process, it’s important for everyone to get all the help they can when they’re making their plan. Th…Read More

  2. Don’t Believe These Myths About Retirement Income Planning

    There’s nothing that’s more important for your future than retirement income planning. When it comes to your retirement plan, you can’t afford to be left in the dark or led astray. A poorly built retirement plan will leave you penniless within years, forcing you to go back to work during the y…Read More

  3. Why You Should Call the Professionals for Retirement Income Planning

    Unfortunately, planning for retirement isn’t nearly as easy as it should be. In an ideal world, you wouldn’t have to put much thought into saving and investing your money, but we live in a society where a well-built retirement plan is comprised of a multitude of different parts. 401k, IRAs, inve…Read More

  4. Bad Post-Retirement Habits That Can Ruin a Good Plan

    At Kennedy Wealth Management, LLC, we’ve seen just about every situation you can imagine when it comes to good and bad retirement income planning. As financial experts, we’ve helped countless people in the Calabasas area to make smart retirement planning decisions, securing a future where they c…Read More

  5. Avoid These Common Mistakes in Retirement Income Planning

    Retirement income planning is one of those things that’s easy to get wrong, due to how distant a prospect it seems. When we’re young and ambitious, it’s hard to really imagine what it’s like reaching retirement years. Time, it seems, is abundant, and it’s easy to think that you’ll just t…Read More

  6. Why You Should Get a Second Opinion on Your Retirement Income Planning

    Retirement planning is one of the most important things you'll do for yourself and your family. It's also incredibly complicated. That's why no matter how diligent you've been about retirement income planning, you should still consider getting a second opinion. Kennedy Wealth Managment offers free s…Read More

  7. Factors To Consider Before You Retire

    Retirement is a huge milestone and life event that many people in the workforce look forward to. Some dream of traveling the world, while others plan on using their retirement as an opportunity to spend more quality time with friends and family. While retirement seems like a paradise, having a succe…Read More

  8. What You Need to Plan For After You’ve Retired

    Many people assume that once they've retired, their retirement income planning days are behind them. Our Woodland Hills retirement planning team can tell you that's not true. That's because there are a number of things that you'll need to consider after you've retired to ensure that you and your hei…Read More

  9. How Should I Begin Saving For Retirement If I Have My Own Business?

    Many young individuals these days are choosing the entrepreneurial path in their early twenties. Rather than jumping into the corporate world, many people in their 20s — whether they are college graduated or not — are starting their own businesses. From creating apps to opening their own photogr…Read More

  10. When Should I Start Saving For Retirement?

    You’ve just graduated college. Congratulations! That’s a big deal. All throughout your years in college, you were focused on accepting a job offer and having a position lined up before you graduated. You wanted to save yourself the worry and stress that came with job hunting post-college. With t…Read More

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Kennedy Wealth Management

Mark Kennedy, Kennedy Wealth Management LLC and Kennedy Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Any tax advice implied or offered is from the personal opinions of the website authors and should be confirmed by a competent attorney or tax professional. Insurance services offered by Kennedy Financial & Insurance Services Inc, CA Insurance Lic #OL71045

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