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
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!