Understanding Today’s Financial Environment
Welcome, I’m Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 717.774.7536.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What’s the deal with your yearly free credit report?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
There are ways to improve your physical fitness without denting your fiscal fitness.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Military families face unique challenges, making personal finance even more critical.
Five creative (and inexpensive) ideas for motivating your employees.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
When do you need a will? The answer is easy: right now.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Understanding the cycle of investing may help you avoid easy pitfalls.