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.
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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
How literate are you when it comes to your finances? Brush up with these five basics.
Earnings season can move markets. What is it and why is it important?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Five creative (and inexpensive) ideas for motivating your employees.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
Here is a quick history of the Federal Reserve and an overview of what it does.
That big list of dreams and goals isn't the only way to look at your bucket list.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Make your retirement as exciting as your next vacation.
Investors seeking world investments can choose between global and international funds. What's the difference?