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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
There’s a link between debt and stress.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It's important to understand the pros and cons when considering a prepaid debit card.
Tax preparation may be the perfect time to give the household budget a check-up.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Recent changes in estate tax laws could affect the strategy you have in place.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.