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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A four-step framework for building a personal legacy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Do your insurance needs stay the same when the nest empties?
When to start? Should I continue to work? How can I maximize my benefit?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
It's easy to let investments accumulate like old receipts in a junk drawer.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.