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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Earnings season can move markets. What is it and why is it important?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When should you take your Social Security benefit?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.
Why are 401(k) plans, annuities, and IRAs so popular?