Having trouble reading this email? Click here to view it in your browser | June 13, 2019

Weekly Life Lessons

Helping people live LIFE on purpose!TM

Your IRA: The Good, the Bad, the Ugly

Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Let us help you today.

Life Planning 101 Podcast

Have you heard of the widow’s penalty? Be sure to check out this week's show to learn more. Use the links below to listen and share.

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Considering LTC Insurance?

Long-term care costs are on the rise. If you have considered purchasing long-term care insurance don’t put it off any longer. Contact us today for a consultation.

Start Living Life on Purpose Today

Do you have enough money to retire successfully?

Free Life Insurance Quotes

Find out in a matter of seconds what your life insurance needs will cost. Instantly shop rates from multiple companies straight from our website.

Market Update

What's going on with the markets?

KFS Tips & Tidbits

Financial Tidbit
Is a SEP-IRA Right for Your Business?

Insurance Tidbit
Keeping Summer Safe: Pool and Spa Safety Tips

Tech Tip
Some of the Best Laptops for 2019

Father's Day Tex-Mex Burger with Cajun Mayo

Fraud Prevention Tip
Never Carry Your SS Card
Simplify Your Life Tip
Slow down
App of the Week
Upcoming Events:

"Don’t limit yourself. Many people limit themselves to what they think they can do. You can go as far as your mind lets you. What you believe, remember, you can achieve."
-Mary Kay Ash

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Advisory services offered through Smart Money Group LLC, a Registered Investment Adviser. Securities offered through Calton & Associates, Inc., Member FINRA/SIPC.
Kennedy Financial Services, Inc., Calton & Associates, Inc. and Smart Money Group, LLC. are separate entities.

Office: 106 S. Seaman St. • Eastland, TX 76448 • Phone: 254-629-3863.