KELLY ADVISOR PODCAST Listen. Learn. Live
Your source for the latest on life's currents, your currency and everything in between.
In her new book, "Retire Your Fear, Plan Your Future," Kelly Kelly, president and CEO of Kelly Financial Services, addresses taxes because looking at tax efficient strategies is key in retirement; each dollar saved can be put to work.
- The retirement paradox: Finding yourself in a higher tax bracket in retirement.
- The importance of having clear and open communications among clients, tax professionals, and financial advisors.
- Given Washington politics and uncertainty in future tax policy, tax strategies may be more important than ever.
Have Questions for Kelly Financial Services, LLC?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.