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
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
View all articles 
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
View all calculators
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Saving for College 101
Here's a crash course on saving for college.