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
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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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.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.