The Kally-Strong Group - Stifel

The Kally-Strong Group - Stifel After Hours by Appointment only. Stephen Kally, Senior Vice President/Investments

Stifel Financial Corp. Stifel Financial Corp.

and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my

own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures

I wanted to share with you the flyer below. If you have any questions or may be interested, please feel free to give me ...
05/15/2024

I wanted to share with you the flyer below. If you have any questions or may be interested, please feel free to give me a call. The minimum initial deposit for Stifel Smart Rate is $100,000.

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View the Quick Tax Facts for Individuals and Estates and Trusts.
12/01/2022

View the Quick Tax Facts for Individuals and Estates and Trusts.

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An overview of the benefits, contribution limits, qualifications, and qualified expenses associated with an Health Savin...
11/30/2022

An overview of the benefits, contribution limits, qualifications, and qualified expenses associated with an Health Savings Account (HSA).

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Charitable giving is often an important component of financial, tax, and estate planning.
10/25/2022

Charitable giving is often an important component of financial, tax, and estate planning.

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If you are not engaging in year-end tax planning, you could be leaving money on the table.
10/18/2022

If you are not engaging in year-end tax planning, you could be leaving money on the table.

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Are you retirement ready? Consider making a 2020 IRA contribution by April 15, 2021.
02/23/2021

Are you retirement ready? Consider making a 2020 IRA contribution by April 15, 2021.

Consider making a 2020 IRA contribution by April 15, 2021.

The SECURE Act
01/13/2020

The SECURE Act

The Setting Every Community Up for Retirement Enhancements (SECURE) Act increases saving opportunities for Americans, with many of the provisions becoming effective January 1, 2020. The SECURE Act contains 29 separate provisions; below is a summary of some of the more substantial changes.

Are you taking these important factors into consideration when planning for retirement?
11/06/2019

Are you taking these important factors into consideration when planning for retirement?

Moving assets from an IRA or 401(k) to a Roth IRA may have significant advantages. Contact us to learn more about how a ...
10/21/2019

Moving assets from an IRA or 401(k) to a Roth IRA may have significant advantages. Contact us to learn more about how a Roth Conversion can be a valuable tax and estate planning strategy.

Given shortfalls with Social Security and Medicare, are you prepared to weather the “Silver Tsunami?”
10/07/2019

Given shortfalls with Social Security and Medicare, are you prepared to weather the “Silver Tsunami?”

Planning for the "Silver Tsunami"

We’ve been just “Stifel” since 2013, but have you ever wondered how Nicolaus came into the picture? Here’s a glimpse int...
10/07/2019

We’ve been just “Stifel” since 2013, but have you ever wondered how Nicolaus came into the picture? Here’s a glimpse into the history behind our name.

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