Kelly Financial Planning - Economy

Self-Leadership as the Foundation for Personal and Financial Growth

Reflect on Your "Why": Understanding Your Motivation Before Making a Major Career Leap

Before making any major career decision, especially leaving a stable job, it’s crucial to pause and reflect on your why and to determine whether you are really ready.

Crafting Your Exit: A Middle-Aged Executive's Guide to Leaving Corporate Life

Discover practical strategies and expert advice for middle-aged executives planning their exit from corporate life. This guide helps you navigate the transition with confidence, covering financial planning, mindset shifts, and new career opportunities.

Navigating Pensions and Retirement: A Guide for Couples Approaching Retirement

Wondering what happened to pensions and why 401(k) plans are suddenly so popular? Dive into the differences and similarities to see what option might be best for you and your spouse or partner.

October is Financial Planning Month

Did you know that October is Financial Planning Month? Read on to learn how you can get ahead of your finances this holiday season.

Have a Partner in Debt? Here Are 3 Non-Financial Ways You Can Help

Have you found out your partner is in financial debt? Involving your own finances is not the only way to help, and typically isn't advised. We have 3 non-financial ways you can help your partner.

If You're in the Market For Some New Wheels, Is It Financially Better to Buy a New or Used Vehicle?

Car buying can be stressful, but determining whether or not to buy brand new can help the decision-making process go a little easier.

11 More of the Best Quotes on Retirement

Retirement is an important milestone, which is why we have so many great quotes about our Golden Years! Here are some of our favorites.

What to Do When Your Retirement Goals Change

For many people, retirement might not look exactly like they envisioned, and that’s okay! Here are some tips on how to embrace change in retirement.

5 Ways to Find Your Financial Independence This Year

Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.

8 Step Summer Financial Checkup

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Understanding & Conquering the Bad Behavior That Affects Your Financial Wellness

We're breaking down how to understand and conquer the type of behavior that affects your financial wellness.

What is FIRE Retirement and Should You Consider It?

If you have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.

6 Ways to Kick Post-Retirement Depression

Make sure you’re getting the enjoyment and fulfillment you deserve from your retirement by following these six ways to beat out post-retirement depression.

What Is Workplace Burnout and How to Prevent it: A Guide

We all want to be the best employees we can. But as you're working, it's important to be aware of workplace burnout. It's real, it's affecting thousands of Americans and we have a few ways you can avoid it.

Can I Still Retire? How COVID-19 Is Affecting Retirement Plans Right Now

If you are nearing retirement, it's likely the onset of COVID-19 has left you with some questions. Here's what you need to know now about your future income.

6 Tips to Make 2021 Your Best Financial Year Yet

The new year can be far better than the last. Learn 6 tips to make 2021 your best financial year yet.

How to Make the 55/25/20 Rule Work For You

While the concept of budgeting may sound overwhelming (and unachievable) at first, there is a simple solution to help ease your fears — it’s called the 55/25/20 budget rule.

Should You Consider Early (FIRE) Retirement?

If you are clear on your "why" and have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.

Being a Single Parent Can Make Things Tough Financially, Especially During a Pandemic. Here Are 7 Tips For Staying On Budget

If you've found yourself struggling financially as a single parent throughout the pandemic, here are a couple things you can do right now to reduce stress and ease your financial burdens.

Implementing a Financial Wellness Program for Your Employees: A Guide

Financial stress is a hidden struggle for modern employees. Financial wellness programs improve their quality of life and work. Here's how to implement one in your own business.

8 Ways Highly Successful People Set And Achieve Goals

You are 42% more likely to achieve your goals by simply writing them down. Learn this and 8 more tips to achieving even your hardest goals.

What is Your Money Mindset?

How do you think about money? Warren Buffet says, "the rich invest in time; the poor in money."

Working Remotely? 7 Tips For Making Your Life Easier

As we all adjust to our "new normal" and work remotely for the foreseeable future, you can make things easier with these 7 helpful tips.

You're a Woman, a Mother and a Business Professional. Our 9 Tips For Optimizing a Work-Life Balance in the Era of COVID

Right now, you've got a lot on your plate. While things can seem overwhelming as we navigate COVID-19, these 9 tips can help you achieve a stronger work-life balance.

What is a Conditioned Money Mindset?

Financial literacy can bring a sense of peace and joy. To help others, we must begin by helping ourselves. Here are a few steps that can help to identify your money mindset and make the necessary adjustments if they are needed.

Are Your Finances Negatively Impacting Your Health?

Financial stress can negatively affect your health. However, it doesn’t have to. While you work your way out of your financial trouble, take time to apply some self-care for your health care.

As COVID Continues, Here's How to Be an Effective Leader During Turbulent Times

2020 has been a year full of uncertainty, so it's more important than ever to lead your team through these turbulent times. Follow these 4 tips to be a more effective leader.

How Does an Umbrella Insurance Policy Work?

We all want a little extra peace of mind, and an Umbrella Insurance Policy can provide that. Here's what you need to know.

6 Leadership Books Every Business Owner Should Read

Looking to become a better leader? Here are 6 leadership books that can inspire you to become the best business owner you can be.

An Overview of the Newly Passed $484 Billion COVID-19 Relief Package

A new $484 billion relief package has been passed. For business owners who previously missed out, this is another opportunity to receive federal assistance.

Tricks for Avoiding Getting Emotional About Your Investments

It is hard to not get emotional when the market makes big swings. A behavior coach can help you stay accountable to your commitment to stay in the market long-term no matter what. A financial planner can do the same.

The Financial Impact of Parenting: 6 Things New Parents Should Do

Get your financial house in order before your child arrives, so you can relax and enjoy the dramatic life change without having to stress over bills.

Discussing College Costs with Your Teen

Because it is rarely taught in school, financial literacy is often left up to parents. Along with teaching our children how to manage money, is up to us to reinforce good habits.

How to Transition from Employee to Entrepreneur

It is possible for you to shift from employee to entrepreneur, but it may not be easy, and it certainly won't happen over night. Explore how to take a strategic approach to successfully transitioning to the life of your dreams.

Is Being Frugal Really the Key to Paying for Retirement?

Frugality is, in general, a good idea, but it can be taken to extremes. A good approach to money is “spend some, live, and give,” so you can enjoy your life now and in retirement.

Are you an Employee or Entrepreneur?

Often, people with the heart of an entrepreneur quit their jobs--in spirit--but stay on the payroll of their employer. You’ve heard of engagement? This is the opposite: marking time, putting in the hours, but your heart isn’t in it.

How to Trick Yourself Into Saving Money

Saving money can feel like such an impossible task to do, especially when the temptation to spend has gotten so high.

How can I take charge of the cost of my children’s education?

If you have been procrastinating planning financially for your children’s college education, calculate the costs now. You will be shocked.

Let's Change the Conversation About Money

It’s important that we change these perceptions and the conversation around money. The color of money isn’t just green; it’s a plan.