Today’s Headlines – July 22, 2020

Today’s Headlines – July 22, 2020

I am looking in the mirror as I complete the knot in my tie. And I am surprised how good this feels. For most of my career, donning a business suit was simply one of the more mundane rituals of working life—to be tolerated rather than appreciated. The pandemic has sure changed our perspective. I have spent months working from home, meeting with clients and colleagues by phone or computer while lounging on my back porch in khakis or shorts and an ugly tee shirt. Returning to “normal” if only momentarily is refreshing. The virus has brought us not only uncertainty, but wisdom as well–the wisdom to appreciate normal. We often take normal for granted until it is gone—whether because of our own action, an outside force, or the natural passage of time. Sadly, normal once stripped from us often doesn’t return, like the daily routines in our youth that we once took for granted and now are only faded memories. But sometimes normal does return, like a reversion to the mean. We hope that’s the case here, that when the virus recedes life will mostly go back to what it was. Eventually we will again be wearing business attire every day and saying goodbye to the informality of the back porch. But in the meantime, perhaps we need to embrace all of our different normals as blessings.  I am grateful for the suit and tie I am wearing today. And I will be grateful for the shorts and ugly tee shirt I will once again be wearing tomorrow.

 

“Gratitude can transform common days into thanksgivings, turn routine jobs into joy, and change ordinary opportunities into blessings.” William Arthur Ward

 

You can help prepare for whatever tomorrow’s “normal” might bring you by working with a team of financial planning professionals. For information on the benefits of The Kelly Group’s services, and a calming voice on coping with the challenges of COVID-19, feel free to visit The Kelly Group’s website, www.kellygrouponline.com, and our Facebook Page.  And if you have any questions or concerns, we are here to help. In fact, we welcome your call.

 

Stay Safe and Healthy, and May God Bless You and Our Community.

Best regards,

Bryan E. Kelly, CFP®

Managing Partner

3.1.2016: Chuck receives Divorce Analyst credentials

chuckChuck Wienckowski, CPA/PFS, recently completed a specialized certification program in professional divorce analysis and is now a Certified Divorce Financial Analyst® (CDFA®). Chuck is trained to provide financial information and assistance to people going through a divorce, and has assisted divorcing individuals as a CPA/PFS and as a licensed financial advisor for a combined 25 years.

Chuck evaluates the tax implications of dividing property and the financial impact of various settlement options for dividing material property (including pensions) and child and spousal support payments.

“At The Kelly Group, we help determine the short-term and long-term financial impact of a proposed divorce settlement to make sure it works now as well as in the future,” Chuck says. “We examine and analyze the financial issues of a divorce, providing our clients and their lawyers with data to help them reach an equitable financial settlement in a professional manner. We help our clients avoid the common financial pitfalls of divorce by offering valuable insight into the pros and cons of different settlement proposals.”

12.2015 – Key Numbers for 2016

Like it or not, numbers play a big role in various aspects of our financial planning. Here are 2016 numbers regarding such items as:

•Itemized deduction phaseouts (p.5)
•Medicare tax info (p.6)
•Income tax rates (pp. 9-11)
•Business planning info (pp. 12-14)
•Estate planning numbers (p. 19)
•Social Security (20-22)
•Medicare (22-23)
•Retirement planning (including 401(k) and IRA contribution limits) (pp. 24-26)
•…and more.

Read the full article here