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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Sustain financial well-being or create wealth through these actions.
At what point can you call a personal vehicle commercial?
Calculating your potential Social Security benefit is a three-step process.
A few strategies that may help you prepare for the cost of higher education.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Imagine your ideal post-pandemic retirement with this animated video.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What is your plan for health care during retirement?
Have you explored all your options when it comes to managing your taxable income?
Around the country, attitudes about retirement are shifting.
For women, retirement strategy is a long race. It’s helpful to know the route.