Kelly Financial Services, Inc.

11/05/2024

F**k Mexico i have just decided a trip to vegas might be in order this week ... I have no time for drama on my life..just saying

12/16/2021

Kelly Financial Services is a full-service financial advising firm that is proud of its rich history of providing comprehensive financial, estate, and retirement planning services for the citizens of Chicago’s south land area since 1994. Baby boomers are redefining age and retirement, and realizing the retirement of your dreams starts with your own personalized definition. Take some time to imagine what your retirement lifestyle would look like, and then consider these questions:
Where will you live? What will you do? What activities will you participate in? Will you have enough income to maintain or elevate your current lifestyle? What can you do now to better position yourself for a successful retirement?
Planning for retirement shouldn’t be difficult or painful. It should be a gratifying process, knowing that you’ve taken the proper steps to achieve the retirement lifestyle you’ve dreamed of. The earlier and more carefully you plan, the more likely you are to realize your vision of the future and enjoy yourself when retirement actually comes. Kelly Financial Services can guide you step-by-step through the retirement planning process and help you create a plan that meets your unique goals and objectives. How do you define a successful retirement? Planning and thinking ahead can lead to a very active, satisfying life in your retirement years and Kelly Financial Services can help get you there.

12/16/2021

05/31/2021

Remembering and honoring those who sacrificed all.

05/27/2021

The fear of running out of money is pervasive in the U.S. Nearly half of Americans have this concern, according to the 2019 Aegon Retirement Readiness Survey.

Research indicates many people retire without a realistic understanding of how much they can safely spend.

05/25/2021

What’s your retirement dream?

Let’s create a retirement plan to help you get there. Call us!

05/20/2021

Number one pandemic-driving financial habit to keep:

"Spend less, save more."

While the pandemic caused incredible financial stress and uncertainty, it also led many consumers like Smith to form new financial habits worth keeping, including saving more and spending less.

05/18/2021

Spring cleaning tips from AARP.

It's easy to remember to clean your bathroom or stove, but here are few other often-ignored spaces that can be a magnet for dust, dirt and germs.

05/11/2021

Most people don't have to worry about the federal estate tax, which excludes up to $11.7 million for individuals and $23.4 million for married couples in 2021. But 17 states and the District of Columbia may tax your estate, an inheritance or both, according to the Tax Foundation.

Few taxpayers have to pay federal estate taxes, but may be billed by 17 states and the District of Columbia that tax inheritances and/or estate assets.

05/09/2021

To all the wonderful moms out there, enjoy your special day!