One aspect of financial planning that tends to get a lot of focus is how to mitigate the impact of taxes on your wealth. However, as one tax season comes and goes, implementing tax-efficient strategies in your financial plan tends to fall by the wayside. It’s as if once we get through the filing process,Read more about Tax-Efficient Ways to Grow Your Wealth[…]
Setting financial goals is exciting. You feel like you’re way ahead of the game for being so forward-thinking, and you might even pat yourself on the back for finally taking positive steps toward getting your financial life in order. However, as anyone who has ever set a goal before knows, setting them is the easyRead more about Staying on Track to Meet Your Goals[…]
Every new year, people tend to make resolutions. These resolutions are always well-intentioned, many times, they are financial. Here are a few common ones that I’ve heard so far in 2018: I want to get out of debt. I want to build my savings. I want to save for [insert something specific – a vacation,Read more about New Year, New You[…]
It’s the most wonderful time of the year. But how do you cope with the added expenses of the holiday season? Even if you plan to save money on gift giving this year, you typically still need to account for travel expenses, an increase in grocery spending for when family and friends visit, holiday-time charitableRead more about Budgeting Through the Holidays[…]
As a business owner, you’re no stranger to keeping a watchful eye on your finances. It may not be easy to do – but it’s always necessary. Well-organized books are a fact of life for you – but does this financial organization carry over into your personal finances? In many cases, business owners who areRead more about Financial Wellness for Business Owners[…]
Leadership is often thought of as an innate skill that we apply to our professional and personal lives. We often view leadership as a way of guiding other people in those particular settings. You may view yourself as a business or industry leader. Maybe you’re the leader within your family, or in your circle ofRead more about Becoming a Money Leader[…]
Welcome to the new Kelly Financial Planning blog!