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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
There are common mistakes you can avoid when saving for retirement.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Important items to consider when purchasing condo insurance.
Military families face unique challenges, making personal finance even more critical.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?
Understanding the cycle of investing may help you avoid easy pitfalls.