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    • Michael Kenney is a proud member of the Safe Money Places Agent Network which is a national association of independent like-minded agents who operate under the Safe Money Places® philosophy. now a little more about you. 

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    • Get access to unbiased financial news articles about retirement, personal finance, health tips, and safe money advice. 

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    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      Americans are living longer into retirement, but the financial solutions needed to support them have not kept pace with their needs. With a number of bipartisan proposals currently under consideration, the U.S. Congress has the opportunity to take significant steps toward solving these retirement [...]

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      Halloween might get less scary as we age, but there are a lot of frightening aspects of retirement in 2018. In fact, recent data on the state of America’s workforce shows just how underprepared for retirement many Americans are. While running out of money, drastic lifestyle changes, and the [...]

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      With just a few months left in the year, National Financial Planning Month is a great time to take charge of your retirement saving strategy. Some of the most important things you can do are to make sure you’re creating a diverse portfolio that will protect your principal from market swings and [...]

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    • IRA BLOG

      By Beverly DeVeny IRA Analyst IRA owners can clearly combine the accounts they own and they can combine the required minimum distributions (RMDs) from multiple IRAs and take them from any one or combination of their IRAs. But what are the rules for inherited IRAs? An IRA owner cannot combine [...]

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      By Jeremy T. Rodriguez, JD IRA Analyst Legal training is less about memorization and more about understanding how to break down complex problems. With that mind, I often suggest that people understand the law and not try to memorize it. Why was it enacted and what is it trying to prevent, or [...]

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      By Jeremy T. Rodriguez, JD IRA Analyst Question: Hi, I am an advisor and attended the Instant IRA Success workshop in 2017 and found it really useful in my practice. I have a client situation I am trying to clarify and am sure you can help. The client ( husband )passed away on December 27, 2017[...]

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