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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What kind of auto insurance should you have? Do you know?
Simple steps may help you foil hackers and protect your privacy.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Smart investors take the time to separate emotion from fact.
Three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.