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.

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

How to put money into a Roth IRA?

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

Should I invest more conservatively?

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 - AUGUST 2021

QUOTE OF THE MONTH

“Getting old is like climbing a mountain; you get a little out of breath, but the view is much better!”

In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases.

Monthly Economic Update

Presented by Kelly Financial Group, August 2021

U.S. Markets