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702 Rio Grande
Austin, Texas 78701

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

 
 
 
 
 

Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Retiring the 4% Rule

Retiring the 4% Rule

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

Universal Life Insurance

Universal Life Insurance

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

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Bi-Weekly Payments

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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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Saving for College 101

Here’s a crash course on saving for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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