Join us here every week where we will be answering one of our most frequently asked questions.

Why is my Medicare premium so high?

Click the Link Below to Schedule a FREE 15-Minute Phone Appointment!

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Monthly News and Information for Current and Future Retirees
Presented by Kelly Financial Group - NOVEMBER 2021

QUOTE OF THE MONTH

“The possible’s slow fuse is lit by the imagination.”

EMILY DICKINSON

In this month’s recap: Stock prices notched solid gains as a strong start to the corporate earnings season fired up investors.

Monthly Economic Update

Presented by Kelly Financial Group, November 2021

Join us here every week where we will be answering one of our most frequently asked questions.

How much can I give to my children without a tax penalty?

Click the Link Below to Schedule a FREE 15-Minute Phone Appointment!

Click Here

Monthly News and Information for Current and Future Retirees
Presented by Kelly Financial Group - OCTOBER 2021

QUOTE OF THE MONTH

“The great thing about getting older is that you don't lose all the other ages you've been.”

In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington.

Monthly Economic Update

Presented by Kelly Financial Group, October 2021

Money Matters with Mike Kelly and Marc Herbert of Herbert Law Office. 

Trusts, Wills, Probate and more. Michael and Mark discuss a rang of topics that matter to you. 

Monthly News and Information for Current and Future Retirees
Presented by Kelly Financial Group - SEPTEMBER 2021

QUOTE OF THE MONTH

Money Matters with Mike Kelly

"Is Social Security Running Out?"

In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans.