Jim Kekeris President Kekeris Financial Group
Providing Financial Peace of Mind Through Personal and Private Full-Service Planning
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re currently retired or facing retirement soon, have a question, need investment advise, or would like a second opinion to better understand your current circumstances, we can help.
You'll notice our website is filled with educational videos, articles, presentations, resources, tools and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.