Kelly Wealth Advisors

10/06/2026

Spent the day at the Blackrock Advisor Forum learning how I can serve my clients more effectively. And, got to hear from Rick Rieder who was 2nd in line to become Chair of the Federal Reserve.

06/09/2026

I’m thrilled to be quoted in this MarketWatch article!!

While my ideal client is preparing for retirement, it’s never too early to begin saving to your Roth IRA!!

Teens who don’t have summer jobs miss out on valuable work experience — and on prime years to invest their income.

06/04/2026

We never want to grieve loved ones passing away, but from a financial perspective, there is tax planning to consider for a surviving spouse:

Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning

04/24/2026

You filed your taxes for last year!! See our blog post for the important information you should note from last year to help you plan for 2026.

As always, feel free to reach out with any questions.

Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning

01/22/2026

Curious about Roth IRA Conversions? Check out our newest blog for all the details!!

https://www.kellywealthadvisors.com/all-about-roth-ira-conversions

01/16/2026

Tax season is here and while you working on last year’s taxes, you may want to consider how the changes the One Big Beautiful Bill Act from last summer may affect you.

Check out our recent blog post for more information:

https://www.kellywealthadvisors.com/the-one-big-beautiful-bill-act

01/09/2026

Start 2026 strong with our beginning of the year financial checklist:

https://www.kellywealthadvisors.com/new-year-2026-financial-strategies

12/03/2025

Check out our recent blog post on all the financial planning items you may want to address before the end of the year!

financial planning checklist year-end investments

10/02/2025

We are thrilled to share that Amy has been named a Five Star Wealth Manager for the 7th year!! She's recognized in the October issue of Columbus Monthly and January issue of Fortune Magazine!!

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 Five Star Wealth Managers.

08/02/2025

Big news for the back-to-school tax holiday in Ohio!! It runs now through Thursday, August 14th.

Ohio’s 2025 expanded sales tax holiday will be held from 12:00 a.m. Friday, August 1 until 11:59 p.m. Thursday, August 14.