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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The recent market drop is an important reminder of why it's important to take a long-term view.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Here’s a quick guide to checking to see if you have unclaimed money.
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.
What is your plan for health care during retirement?
When do you need a will? The answer is easy: Right Now.