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KWG in the Community. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Welcome to Kennedy Wealth Group! Help you take control of your wealth and make informed, confident financial decisions. Does Your C...

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Jeff Kennedy

1031 Eva●●●●●●●●Rd. East

Qu●●cy , Illinois, 62301

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(217)●●●●●-3010

je●●●●●●●●●●@iname.com

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Jeff Kennedy

1031 Eva●●●●●●●●Rd. East

Qu●●cy , Illinois, 62301

United States

(217)●●●●●-3010

je●●●●●●●●●●@iname.com

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Jeff Kennedy

1031 Eva●●●●●●●●Rd. East

Qu●●cy , Illinois, 62301

United States

(217)●●●●●-3010

je●●●●●●●●●●@iname.com

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KWG in the Community. Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Welcome to Kennedy Wealth Group! Help you take control of your wealth and make informed, confident financial decisions. Does Your C...

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Home | Kennedy Wealth Group | kennedywealthgroup.com Reviews

https://kennedywealthgroup.com

KWG in the Community. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Welcome to Kennedy Wealth Group! Help you take control of your wealth and make informed, confident financial decisions. Does Your C...

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kennedywealthgroup.com

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Acres of Diamonds | Kennedy Wealth Group

http://www.kennedywealthgroup.com/resource-center/lifestyle/acres-of-diamonds

KWG in the Community. In life it often happens that the answers are right in our own back yards. This may be particularly true of investing. The Richest Man in Babylon. In good times and bad, consistently saving a percentage of your income is a sound financial practice. Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money? Using smart management to get more of what you want and free up assets to invest.

2

Account Access

http://www.kennedywealthgroup.com/p/account-access

KWG in the Community. Listen to Jeff’s Legacy Living Financial Strategies radio show on AM930 Wednesday mornings at 8:50 and Saturday mornings at 9. Podcasts of Past Shows. Check the background of your financial professional on FINRA's BrokerCheck. 721 North 24th Street. Series 6, 7, 63 and 65.

3

Glossary | Kennedy Wealth Group

http://www.kennedywealthgroup.com/tools/glossary

KWG in the Community. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial inter...

4

Lifestyle | Kennedy Wealth Group

http://www.kennedywealthgroup.com/resource-center/lifestyle

KWG in the Community. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. It’s never a bad time to speak with your financial advisor about changes in your situation. Using smart management to get more of what you want and free up assets to invest. To Catch a Thief. By unde...

5

Tax | Kennedy Wealth Group

http://www.kennedywealthgroup.com/resource-center/tax

KWG in the Community. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Will You Pay the AMT? When you take the...

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Tax Credit to Aid First-Time Homebuyers. Tax Benefits for Fuel-Efficient Vehicles. When to Throw Out Tax Records. Received a Notice CP-2000 from the IRS. How Charitable Giving Can Really Pay Off. Complexity Reigns When Claiming a Charitable Deduction. Estate Planning and the Importance of Drafting a Will. Life Insurance and Divorce: Protecting Your Family? Lending Money to Your Children: Use a Mortgage. Dividing the Family Pie? Are Equal Slices Best? Assigning Your Life Insurance Policy. Managing Risk in...

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Tax Credit to Aid First-Time Homebuyers. Tax Benefits for Fuel-Efficient Vehicles. When to Throw Out Tax Records. Received a Notice CP-2000 from the IRS. How Charitable Giving Can Really Pay Off. Complexity Reigns When Claiming a Charitable Deduction. Estate Planning and the Importance of Drafting a Will. Life Insurance and Divorce: Protecting Your Family? Lending Money to Your Children: Use a Mortgage. Dividing the Family Pie? Are Equal Slices Best? Assigning Your Life Insurance Policy. Managing Risk in...

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Home | Kennedy Wealth Group

KWG in the Community. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Welcome to Kennedy Wealth Group! Help you take control of your wealth and make informed, confident financial decisions. Does Your C...

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Skip to primary content. Skip to secondary content. KWM in the Media. 8220;Fee-Only Wealth Management”. Helping individuals and families maximize their finances. Through ongoing Fee-Only Wealth Management. Who are our clients? They are a diverse group of people from all stages of life, that:. Are interested in maximizing opportunities while avoiding costly mistakes. Worry that they aren’t managing their finances properly because they simply don’t have the time. Professional can be powerfully beneficial.

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