Investing in Innovation: Opportunities for Investment in a COVID-19 World

Lauren Kukawinski Webinars

It’s no question that COVID-19 has led to some uncertainty about the financial markets, the government, and our daily lives. Kennedy Financial Group Advisors, Brandon Kennedy and Steven Fronrath, and Vice President with Franklin Templeton Investments recently sat down recently to provide insight on how we can find optimism in today’s markets.

Michigan Auto Insurance Reform Have You Confused? This May Help!

Lauren Kukawinski Tips for Your Money

The recent Michigan Auto Insurance Reform left a lot of us asking some important questions:  “Do I need to switch my insurance coverage immediately?” “What is an umbrella policy?” “What exactly do these changes mean for me and my family?” Thankfully, Senior Insurance Specialist at Lifetime Insurance, David Lage was able to shed some light on this topic. During our recent interview, …

Worried You Missed Your Chance to Contribute? No sweat!

Lauren Kukawinski Retirement Plan Tips

In all of the craziness of this year, were worried you missed your chance to contribute to your IRA, HSA or ESA for 2019? No sweat! You still have time! Watch as Steven explains this little known benefit that goes hand in hand with the 2019 tax deadline extension.  2020 has been a confusing time in many ways- including financially. …

Navigating Your Financial Future: Estate Planning with Betsey Rubel

Lauren Kukawinski Tips for Your Money

It’s no question that COVID-19 has led to some uncertainty about the financial markets, the government, and our daily lives. Kennedy Financial Group Advisors, Brandon Kennedy and Steven Fronrath, and Estate Planning Attorney, Elisabeth J. Rubel sat down recently to provide some clarification regarding these matters . Why is the market so crazy and what does it mean for me? …

What Should I Do With My Old 401(K) or 403(B)?

Lauren Kukawinski Retirement Plan Tips

Did you recently leave your previous job? If you participated in a 401(k) or 403(b) plan you may be wondering what you can do with that old account now that you’ve left the company. During this video we break down the 3 most common options that you may have.

How the CARES Act May Affect Your Family

Steven Fronrath Uncategorized

We’ve compiled a list of some resources that are available through the CARES Act, that was passed into law on March 27, 2020. Here are some highlights on some areas that may impact your family: Stimulus Checks: Provides all U.S. residents with an adjusted gross income of $75,000 or less, $1,200 for singles and heads of households ($2,400 for married …

What Matters & What You Can Control

Brandon Kennedy Uncategorized

As we enter April, we leave behind what will go into the history books as the worst first quarter of the last 125 years for the Dow. The S&P 500 was down 14% in March – one of steepest single month declines since the great depression. It shouldn’t be a surprise that your March statements will be tough to look …