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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
There are four very good reasons to start investing. Do you know what they are?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here's a breakdown of how the federal government spends your tax money.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
There are a few things to consider when buying or leasing your next vehicle.
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?