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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
View all articles 
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.