Retirement Resources
Plain-English guides, answers and interviews from R. Renee' Kennedy and the AAA Life Solutions team.
Everything on this page is educational. None of it is a recommendation for your personal situation.
Free Guides
Eight short guides on the questions we hear most. Request them once and you get all eight. Use the "Get the Free Guides" button at the top of this page.
1. Your Retirement Income Planning Checklist
2. Will Your Money Last As Long As You Do?
3. Claim Smart: A Modern Guide to Social Security
4. Understanding Required Minimum Distributions (RMDs)
5. Are You Paying Too Much in Taxes in Retirement?
6. The Greatest Gift: Outline Your Wishes With an Estate Plan
7. Long-Term Care: Are You Prepared?
8. Her Retirement, Her Rules
These guides are educational and are not a recommendation for your personal situation.
The Book: Fangs in Your Finances
Renee's book explains four retirement traps through real-life stories, in plain English. Order a personally signed copy or find it on Amazon.
Will & Trust Educational Workshops
In-person educational evenings at The Great Hall in Germantown. Mondays at 6:00 p.m.
Upcoming dates: October 12, October 26, November 9, November 16, December 7 and December 14.
To save your seat, visit the Upcoming Events page or call 901-508-2433.
Watch and Listen
Television interviews
ABC: The 4 "Snakes" That Could Derail Your Retirement (KTNV Las Vegas, Morning Blend)
CBS: Interview with Renee' Kennedy (KZTV Corpus Christi, Coastal Living)
NBC: Interview with Renee' Kennedy (TMJ4 Milwaukee, Morning Blend)
These interviews aired as sponsored segments.
Educational videos
Biggest Retirement Regrets (12 minutes)
Is Tax Free Retirement Real? (11 minutes)
Building Your Financial Ark Before the Flood Comes (8 minutes)
See all videos on our YouTube channel
Podcast interviews
Three conversations with Mike Saunders on Influential Entrepreneurs. Listen on the book page
Client stories
Frequently Asked Questions
What is a financial fiduciary? When should I start collecting Social Security? What happens during my first meeting? Our FAQ page answers the questions people ask us most.
Have a question we have not answered?
Call our Germantown office at 901-508-2433. We are glad to help.
Some of the companies we utilize for various client needs include:
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
