Broker Check

 
702 Rio Grande
Austin, Texas 78701

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

 
 
 
 
 

Behavioral Finance The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World

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

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

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.

Managing Your Lifestyle

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

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos arrow