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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A look inside the U.S. government's statistics on household net worth.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
For many, retirement includes contributing their time and talents to an organization in need.
How to help determine life insurance needs to provide for your family after you pass away.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It's easy to let investments accumulate like old receipts in a junk drawer.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?