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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.