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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There are ways to improve your physical fitness without denting your fiscal fitness.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learn how to harness the power of compound interest for your investments.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.
When markets shift, experienced investors stick to their strategy.
What is your plan for health care during retirement?