Kelly Wealth Advisors

04/24/2026

You filed your taxes for last year!! See our blog post for the important information you should note from last year to help you plan for 2026.

As always, feel free to reach out with any questions.

Amy Kelly, CFP, Certified Financial Planner in Columbus, Ohio specializing in wealth management for retirement and divorce financial planning

01/22/2026

Curious about Roth IRA Conversions? Check out our newest blog for all the details!!

https://www.kellywealthadvisors.com/all-about-roth-ira-conversions

01/16/2026

Tax season is here and while you working on last year’s taxes, you may want to consider how the changes the One Big Beautiful Bill Act from last summer may affect you.

Check out our recent blog post for more information:

https://www.kellywealthadvisors.com/the-one-big-beautiful-bill-act

01/09/2026

Start 2026 strong with our beginning of the year financial checklist:

https://www.kellywealthadvisors.com/new-year-2026-financial-strategies

12/03/2025

Check out our recent blog post on all the financial planning items you may want to address before the end of the year!

financial planning checklist year-end investments

10/02/2025

We are thrilled to share that Amy has been named a Five Star Wealth Manager for the 7th year!! She's recognized in the October issue of Columbus Monthly and January issue of Fortune Magazine!!

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 Five Star Wealth Managers.

08/02/2025

Big news for the back-to-school tax holiday in Ohio!! It runs now through Thursday, August 14th.

Ohio’s 2025 expanded sales tax holiday will be held from 12:00 a.m. Friday, August 1 until 11:59 p.m. Thursday, August 14.

04/29/2025

We spent the day at the Financial Planning Association’s All-Ohio Symposium soaking up knowledge on behavioral finance, income taxes and income tax planning, the markets, the economy and more!

03/28/2025

Great article on the differences between divorce and dissolution in Ohio by Zuercher Law

Our own Amy Kelly, CDFA®️(Certified Divorce Financial Analyst) helps individuals navigating the termination of marriage with financial decisions through thorough analysis and planning. We work side by side with attorneys on these financial matters.

When it comes to ending a marriage in Ohio, you have two primary options: divorce or dissolution. At Zuercher Law, we understand that deciding the best path

03/27/2025

Great article that everyone should read on the basics of estate planning!

When some people think of estate planning, they associate it with older adults or those with significant wealth. However, estate planning is crucial for young individuals and families as well. Having an estate plan in place ensures that your wishes are honored and that your loved ones are protected....