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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
There are ways to improve your physical fitness without denting your fiscal fitness.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A special needs trust helps care for a special needs child when you’re gone.
Here are five facts about Social Security that might surprise you.