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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Can you keep up with your children’s mobile slang?
For some, the social impact of investing is just as important as the return, perhaps more important.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Ascertaining the value of your business is important for a variety of reasons.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
What if instead of buying that vacation home, you invested the money?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If you died, what would happen to your email archives, social profiles and online accounts?