Could a 2-Minute Video Help Protect Your Golden Years? For those living on a fixed income during retirement, the uncontrollable ups-and-downs of inflation can have a significant impact on how they will live their retirement years. As prices rise for everyday items like food, gas and other essentials, it is critical that retirement income rise to meet those demands as well. At Kelly Financial Services, we have access to one of the only retirement income planning solutions that actually meets the needs of rising inflation by providing additional income. This short 2 minute video demonstrates this concept and shows why
Read More

Those who cannot remember the past are condemned to repeat it. -George Santayana [su_divider top=”no”] The market’s recent volatility has been a wake-up call to people preparing for, or enjoying, retirement. While it’s certainly a relief to see the markets rebound from 2008, you might be wondering, “Could it happen again?” And would you be prepared? We all know the stock market has its ups and downs. Unfortunately, a down market at the wrong time could delay…or even derail…your retirement plans. Imagine that you were getting ready to retire in late 2008. The S&P 500 went from a high of
Read More

If you are trying to plan for or pay for retirement by investing in CDs or bonds, you probably agree with this assessment: Good luck! Historically low interest rates on traditional safe harbor investments like CDs and bonds are throwing a wrench in many retirees’ plans to enjoy their retirement. Not wanting to risk their nest eggs on the roller coaster stock market, retirees want alternatives that give them asset protection and the chance for asset growth during good times. A growing number of them are turning to fixed index annuities, an insurance vehicle that protects principal, provides guaranteed income
Read More

Choosing the right retirement planner can be the difference between retiring now or not retiring at all. According to an Insured Retirement Institute (IRI) study conducted in August, 52.8 percent of Baby Boomers and 62.5 percent of Generations Xers have not consulted a financial advisor. Why is it that so few people, whether they are president of a company or are younger and still building their nest eggs, seek financial planning advice from a professional? I believe a large part of it is due to lack of education. Some people may think they understand financial planning because they bought stock
Read More

Very are very pleased to announce the launch our new Kelly Financial Services website. Our mission with the new site is to provide a valuable source of information for financial, estate and retirement planning delivered in an easy to use and easy to understand platform. Here you will find straight talk and news on financial markets and investment opportunities as the financial landscape continues to change. Please visit the site often as we plan to keep our clients up to date with important insights that can positively impact your financial future.
Read More