Gary P Kelman

03/11/2025

Market volatility can often be uncomfortable. To help provide some perspective on today’s market activity, read today’s After the Close from .

03/04/2025

Trading activity was volatile . Take a look at a summary of relevant events from .

01/23/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

01/16/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

01/11/2025

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.

12/11/2024

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.

11/12/2024

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways I can help facilitate the conversation.

Learn what goes into having a successful and productive estate planning conversation.

11/07/2024

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

10/22/2024

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.