Jack W. Kennedy III, CFP®, AAMS®
Founder, CEO
Specializes in:
• Corporate and Business Planning
• Estate, Trust and Legacy Planning
“A successful financial plan should never be measured to the market, it should always be measured toward the outcome.”
Jack W. Kennedy III is the Founder and CEO of Kennedy Investment Group and Kennedy Insurance Services. His professional certifications include: CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist. He currently holds a securities license Series 65, as well as Life, Health, Property, and Casualty Insurance licenses. Jack is registered in thirty-five states.
For the past thirty years, Jack has been successfully delivering wealth management plans and solutions to select businesses and families throughout the Northeast. He and his team are fully devoted to working with individuals and business owners to build solid wealth management plans in a culture of dedication and service that exceeds industry standards and expectations.
Jack earned a Bachelor degree from Rutgers University while studying prelaw. Jack currently serves as Chairman of the KIG Charitable Foundation Committee. Jack has also been named to Forbes Magazine’s list of America’s Best-in-State Wealth Advisors* for four consecutive years. A prestigious honor, the list recognizes advisors from national, regional and independent firms from around the country.
Jack is married to Lorrie, his wife of twenty-seven years. They have three children: Jack, Reagan and Taylor. His interests outside of family, career, and community include an appreciation for golf, travel, boating, wine making and art.
The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
This month’s newsletter features an article on “Passing Down a Passion to Your Loved Ones,” as well as a “Retirement Plan Rules Quiz” and timely articles on “Home Office Deduction” and “New Changes to College Aid and Education Benefits.”As I read the article on “Passing Down a Passion to Your
Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see how well you understand some of the finer points.1. You can make an unlimited number of retirement plan rollovers per year.A. TrueB. FalseC. It depends2.
The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office became more important than ever in 2020, though not everyone will get a tax break for having one.A Perk for Business OwnersOnly self-employed workers, independent
In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. The bill included several provisions related to education, including $22.7 billion for colleges and universities. Here are some key highlights.Simplified FAFSA.The bill accomplishes the long-held bipartisan objective of simplifying the Free
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Keith R. Hering AAMS®, CRPS®, CIMA® 
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