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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
How will you weather the ups and downs of the business cycle?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?