8 Complex Tax Strategies For Low-Basis Investors

8 Complex Tax Strategies For Low-Basis Investors

Are you holding securities whose price has appreciated a lot since you bought them? The problem, of course, is that…

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Seeking Financial Aid: Don't Fear The FAFSA

Seeking Financial Aid: Don't Fear The FAFSA

Saving money to pay for college is a daunting proposition even if you're reasonably well off financially. With tuition increases…

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8 Compelling Tax Reasons For Roth IRA Conversion

8 Compelling Tax Reasons For Roth IRA Conversion

Should you convert assets in a traditional IRA into a Roth? It depends on your personal circumstances and preferences, and…

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Steer Clear Of These 7 Traps For IRA Owners

Steer Clear Of These 7 Traps For IRA Owners

The rules for IRAs offer plenty of opportunities to save a tidy nest egg through contributions directly to the accounts…

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Combine Investment And Tax Benefits In 529 Plans

Combine Investment And Tax Benefits In 529 Plans

With college costs continuing to soar, what's a cash-strapped parent to do? Consider the benefits of a Section 529 plan.…

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Turning Up The HEET For Education

Turning Up The HEET For Education

Are you looking to help finance the cost of your grandchildren's college education or medical expenses? There are many possible…

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Saving For Private Or Prep School? A Tax-Smart Way

Saving For Private Or Prep School? A Tax-Smart Way

Does your family have a history of students attending a prestigious private or prep school? You may want to continue…

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Compare Minor's Account To 529 Plan

Compare Minor's Account To 529 Plan

Until the Section 529 college savings plan came along, parents looking ahead to the high cost of college for their…

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Top Court Mandates 401(k) Fee Duty

Top Court Mandates 401(k) Fee Duty

Are you being charged more than you should be for management fees in your 401(k) account? The U.S. Supreme Court…

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When Can You Reconvert To A Roth?

When Can You Reconvert To A Roth?

Suppose you converted a traditional IRA to a Roth IRA only to see the value of the assets decline significantly.…

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Alameda’s Wealth Management Specialist

Kevin Kennedy LLC provides independent wealth management services to individuals, families, and business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We then form key strategic alliances to manage your plan and help you reach your life goals and financial objectives.

You have worked hard to accumulate your assets, and we work hard to help you build, manage, and preserve those assets. As a Registered Investment Advisor, we always put your interests first and strive for excellence in every facet of our practice.

You will benefit from working with us if you:

  • Are committed to achieving success for you and your family
  • Lack the time to manage your financial affairs on a daily basis
  • Want to simplify your life and build a relationship with an experienced professional
  • Value the financial security of having a partner in managing your wealth
  • Seek comprehensive advice on all of your investable assets

Kevin Kennedy LLC works with your legal and tax advisors to coordinate your overall financial life while managing your investments. We get to know you well so that we can provide the big-picture oversight that you need to succeed. We are committed to providing you:

  • Personalized service
  • Commitment to your success
  • Expertise and experience
  • Comprehensive wealth management services
  • Independent, objective advice and solutions
  • A close partnership

Our four-step Life/Wealth Planning Process is designed to define your goals, evaluate your financial situation, implement solutions, and manage your financial plan. Let Kevin Kennedy LLC be your partner in achieving long-term financial success and peace of mind.


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Weeks Where Decades Happen
"There are decades where nothing happens, and there are weeks where decades happen"- Vladimir Ilyich Lenin   It's been an interesting couple of...
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