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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
However exciting retiring abroad may sound, it deserves considerable planning.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Are Real Estate Investment Trusts right for your portfolio?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.