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702 Rio Grande
Austin, Texas 78701

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

 
 
 
 
 

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

 

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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