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702 Rio Grande
Austin, Texas 78701

(512) 474-8300
james.kelly@ceterafs.com

 
 
 
 
 

Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

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.

Helpful Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Debt Stress

There’s a link between debt and stress.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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