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News & Blog

Exciting News at Kelly Financial

As we continue to strive toward finding solutions to serve our clients’ needs, we at Kelly Financial are excited to inform you that as of February 17, 2017, we have taken the best of what we do and enhanced it by merging with the international insurance brokerage firm Arthur J. Gallagher & Co. (NYSE:  AJG)….

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2017 Retirement Plan Limits

On October 27, the Internal Revenue Service (IRS) announced their 2017 cost-of-living adjustments which affect the dollar limits for 401(k) plans, pension plans, and other retirement-saving vehicles. Due to the recent low inflation rate environment in the US, many of the annual limits remain the same. Below is a full list of each of the 2017 limits:

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Pokémon Go and Your Retirement

At this point, you’ve likely witnessed or heard stories of the many people wandering around town seeking out virtual creatures using the new mobile app, Pokémon Go. You may be asking yourself, what does Pokémon Go have to do with my retirement? Well, there are several strategies apparent in playing this popular mobile game that can be applied to…

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What keeps us up at night?

In a recent article published by the National Association of Plan Advisors (NAPA), a new Gallup poll found that the number one worry facing Americans in 2016 is not having enough money for retirement.  This concern increased over 2015, bypassing concerns over not being able to pay for serious medical costs as the previous top worry….

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Is undersaving the next mortgage crisis?

According to the National Association of Plan Advisors (NAPA), chronic undersaving by Americans could be the next “mortgage crisis”. At the recent LIMRA 2016 Retirement Industry Conference, the presenters painted a stark picture of the consequences of failure to educate people, placing most of the responsibility on employers to do the educating. Due to stagnant…

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