Kelly Financial Group LLC

Kelly Financial Group LLC Full-service financial firm committed to helping people pursue their financial goals. Offering a wid

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
09/07/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
09/04/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
09/02/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Should gold be a part of your diversified portfolio?
08/31/2026

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/28/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
08/26/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
08/24/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/21/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How will your investments weather the ups and downs of the business cycle?
08/19/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Address

906 Penn Avenue
Wyomissing, PA
19610

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 4pm
Wednesday 9am - 5pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+16107435203

Website

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