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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 The gold watch has been replaced by a green match (employers matching employee retirement contributions).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...