Laura Fish-Kelly Chfc, CFP, CLU, MSFS

09/08/2026

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/04/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/03/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

09/01/2026

08/31/2026

Quote of the Day: “Whatever you can do, or dream you can, begin it. Boldness has genius, power and magic in it.” – Johann Wolfgang von Goethe

08/29/2026

We had a wonderful time at our Garden Tour of the Elizabeth Park Gardens. Thank you to all the clients that were able to attend. If you weren't able to attend but would like to, this is an annual event. Be on the lookout for next year's invite! 😊🌹🌸🪷

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/25/2026

Sharpen more than just pencils this season! 🍎✏️

As the back-to-school routine kicks in, families face a sudden wave of new expenses—from supplies and clothes to activity fees and changing childcare costs. But it’s also the ultimate "fresh start" season to reset your own household habits.

Use this September shift to check your financial report card:

-Tackle Cash Flow: Account for new monthly recurring costs like after-school care or carpools.
-Review Education Funds: Check on the progress of 529 savings plans or college fund targets.
-Rebalance Priorities: Ensure that seasonal spending isn't pushing your long-term retirement or emergency savings off track.

A new routine doesn't have to break the budget. If you want to align your fall expenses with your big-picture goals, let’s chat!

08/24/2026

Quote of the Day: “Wisdom is oft-times nearer when we stoop than when we soar.” – William Wordsworth