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
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
How Income Taxes Work
A quick look at how federal income taxes work.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?