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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. 

      Visit Our Educational Website:

      www.safemoneyplaces.com

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

      Read our Current Issue

    • These short videos will teach you more about Safe Money Places concepts, ideas, and financial tips. 

      Visit our YouTube Channel

    • 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.

      Read More

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

      Read More

      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.

      Read More

    • 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

      The Continued Battles with Inherited IRAs, PSPs, and Rollovers

      This week’s Slott Report Mailbag looks into Inherited IRAs, Defined Contribution Profit Sharing Plans, and Roth 401K rollovers. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have a somewhat [...]

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      Your 2016 H-O-L-I-D-A-Y Season Action Plan

      H – Have your financial institutions send you a copy of the beneficiary information they have on file for you. On more than a few occasions, we’ve seen financial institutions lose copies of beneficiary forms (or in some really egregious cases, destroy them). Asking for this information annually[...]

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