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Kelly Advisor Podcast

May 12, 2023

  1. The gold watch has been replaced by a green match (employers matching employee retirement contributions).
  2. 401(k)s were never intended to supplant pensions but they largely have done so. The burden of saving for retirement is now on the employee, not the employer. 
  3. A financial advisor can help people through the...

May 5, 2023

1. A majority of Boomers want to age in place; only a fraction of their homes can accommodate those desires.

2. Plan ahead: The longer you live you become even more eligible for illness and accidents.

3. A a healthy couple retiring at age sixty-five could expect to pay around $300,000 over the course of retirement to cover...

Apr 28, 2023

  1. Legacy planning is not just for the fabulously wealthy; it's for anyone with assets of value to be gifted.
  2. A well-crafted and executed plan can make your beneficiaries' lives easier to manage in the future, personally and professionally.
  3. What's the difference between a will and a trust?

Apr 21, 2023

1. Seven out of every ten Americans who reach age sixty-five will need long-term care of some kind. 

2. LTCI premiums count as medical expenses and may potentially be paid with special tax considerations.

3. The burden of loved ones: 66 percent of caregivers use their personal assets like savings and retirement funds,...

Apr 7, 2023

  1. Managing through volatility and navigating around it is a necessity today in retirement planning.
  2. A diverse portfolio is still a sound strategy.
  3. Market volatility amplifies and accelerates risk, and likely affects investor behavior.