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702 Rio Grande
Austin, Texas 78701

(512) 474-8300
james.kelly@ceterafs.com

 
 
 
 
 

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome to Jim Kelly Inc.

For the last 20 years, I have helped families plan for their futures by offering independent comprehensive financial consulting services.  What’s really different about me is that understand how all the pieces fit together.

 Basically, I do two things.

1.      With experience in finance, taxation, insurance and investments, I oversee many aspects of my clients' financial affairs.  I want to be the Chief Financial Officer to some families.  This is a long-term relationship with regular contact in a process designed to help people meet their financial goals.


2.      I assist people with more immediate or short-term interests.  This process is addressed more on my page titled – “Problem Solving”.  Click on the "Services" tab.

Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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