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
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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.