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Kelly Day Financial Services, LLC

Name: Kelly Day Financial Services, LLC.
Address: 12205 Station Road, Columbia Station, OH, 44028, US
Telephone: 216-225-9075

Columbia Station, OH

Phone:

216-225-9075

Fax:

440-236-8564

E-mail:

vschmitz@kellydayfinancialservices.com

Valerie Schmitz, CEPA, CPFA President

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

View Our Customer Relationship Summary

Newsletters

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Calculators

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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