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Kelly Day Financial Services, LLC


Columbia Station, OH

Phone:

216-225-9075

Fax:

440-236-8564

E-mail:

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Valerie Schmitz, CEPA, CPFA President

Kelly Day Financial Services, LLC logo with emblem

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

Explains how future tax rules may impact deductibility of charitable donations.

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As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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

How Long Will Your Funds Last?

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck