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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. 4 Essential Wealth Management Books

    When it comes to saving your money and preparing for your future, you can never be too educated or prepared. Every piece of knowledge, action, and discipline is important in creating money-saving habits, and forming a paradigm in which you’re always looking past tomorrow. One of the best ways to k…Read More

  2. Four Vacations You Should Take When You’re Retired

    One thing we always talk about here at Kennedy Wealth Management is retirement income planning. We’re always thinking about how we can help people save money, how they can save over the years, how they can leverage their assets to provide a good future, and so on. But one topic that could certainl…Read More

  3. Post-Retirement Questions to Consider: Part 2

    Welcome to part two of our blog series about important retirement questions that can affect your financial planning! In the last post, we explored two important retirement decisions — moving and lifestyle. In this post, we’ll take a look at just one post-retirement expense, but a big one — tra…Read More

  4. Post-Retirement Questions to Consider: Part 1

    When it comes to your retirement income planning, the numbers and minutia vary wildly from person to person. While it would be nice if there wasn’t any complexity in planning for retirement, the truth is that there are abundant factors that will have a bearing on your overall plan. Two people who …Read More

  5. Easily Avoidable 401(k) Mistakes

    At Kennedy Wealth Management, retirement planning is the name of our game. We have helped more California clients than we can count with their retirement income plans, and among the many people we have served, there is almost always one commonality — people want help with their 401k. While a 401k …Read More

  6. How to Ensure You Won’t Have Retirement Money

    Do you think having a retirement income is overrated? Do you ever look at those poor suckers who are getting sunburnt in their hammocks on the beach, when they could be working a retail job at the age of 70? If you have zero interest in saving money and building a future for yourself in your elder y…Read More

  7. Essential Tips For Planning For Retirement

    Let’s face it, nobody likes planning for retirement. It can be stressful and time-consuming, but it’s also one of the most important things you will do, especially if you still have a lot more that you want to accomplish in life. Like we’ve talked about in previous blogs, 401k planning, divers…Read More

  8. Optimizing Your Retirement Investment Portfolio: 401ks

    If you’re like most Americans, you have a 401k. Whether or not it’s neglected or not is up for debate, but as we mentioned previously, there are ways to change how you handle your 401k you can always start treating it right. If you’re interested in creating a retirement portfolio that can spea…Read More

  9. The Essentials of Retirement Income Planning: 401ks- Part 2

    Depending on your age, you might think of retirement as some far off notion that will, probably, eventually happen for you, or perhaps you feel the press of its expectations and the time looming on the horizon. Whatever your circumstances, it’s not impossible to create a valid retirement plan at t…Read More

  10. The Essentials of Retirement Income Planning: 401ks

    As we all know (mostly because our moms told us), 401ks are the best retirement income planning method around. However, like most things in the investment world they’re shrouded in mystery and uncertainty. What’s the safest amount to put away? How do they work? What should my 401k look like by 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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