Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answer life's most important questions:
Will you have enough money to live independently for the rest of your life?
Do you understand how much retirement will cost and are you on track to meet your goals?
How do you efficiently leave your money to your family and not to the government?
Our office team has developed a unique process combining our expertise in Wealth and Tax Management; including quarterly meetings with each client to address your evolving needs.
Offices located in Southbury, CT & Palm Beach Gardens, FL.
* INDEPENDENCE - INTEGRITY - EXPERIENCE *
2010 is the last year for certain tax breaks
Many credits that saved Americans thousands of dollars on their 2009 tax returns are also good for 2010. The federal credits being extended through 2010 will impact workers, families, college students, low-income taxpayers and homeowners who make green improvements. more
The time is now to start saving for retirement
Retirement may be right around the corner or a far off thought, depending on where you are in life. But no matter if you plan to retire in five years or 30 years, now is the time to take action. more
Work out your credit to get financially fit this summer
Just as you take care of your physical health in preparation for summer fun, you need to pay attention to your financial well-being as well - and not just when the weather's warm, but all year round. more