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Kelly Advisor Podcast

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.