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 Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
It sounds simple, but paying yourself first can really pay off.
Lifestyle considerations in creating your retirement portfolio.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Do you have an estate strategy? You should.
Important items to consider when purchasing condo insurance.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.