We are pleased to announce we now have the 2021 and 2022 Key Financial Data sheets in stock. They contain important tax information and updates on changes to tax brackets deductions and contribution limits. Michael Kelly walks us through the Key Financial Data sheet and the changes to be mindful of in 2022
Monthly News and Information for Current and Future Retirees. Presented by Kelly Financial Group - January 2022
In this month’s recap: Stocks rally as early data suggests the health impact of Omicron was less severe than initially feared.
If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives. Acting now could save you some stress later on when you move from your full-time career to the next phase of your life.
Reports of a new COVID-19 variant in late November roiled markets as a wave of selling erased the month’s earlier gains. The Dow Jones Industrial Average took the hardest hit, dropping 3.73 percent.
Why is my Medicare premium so high? Join us here every week where we will be answering one of our most frequently asked questions.
When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on January 1, 2020, it altered rules for retirement accounts with a goal of helping both retirees and pre-retirees.
A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October. The Dow Jones Industrial Average advanced 5.84 percent while the Standard & Poor’s 500 Index rose 6.91 percent. The Nasdaq Composite led, surging 7.27 percent.
How much can I give to my children without a tax penalty? Join us here every week where we will be answering one of our most frequently asked questions.
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.” MADELEINE L'ENGLE ROBOCALLS, ROBOTEXTS: PROTECT YOURSELF, AND YOUR MONEY Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined...
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 U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The Dow Jones Industrial Average fell 4.29 percent while the Standard & Poor’s 500 Index lost 4.76...
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.